Amy Getz, CPA, CDFA®
Senior Director Wealth Advisory
Carol Cho, CLU®, ChFC®, BFA™
Wealth Advisor
David Ragland, CFP®
Founder and CEO
Jerry Jones, CFP®, ChFC®, RICP®, CLU®, CLTC®
Wealth Advisor
Kathy Serrano, CPA
Chief Financial Officer
Meghan Henderson
Investment Analyst
Naomi Fu
Investment Analyst
Penelope Roberts
Portfolio Administrator
Tiffany Hedemark
Chief Operating Officer