Unbiased Advice From Our Team
Executives
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Gabriel Shahin CFP®, AIF®, MBA
President and CEO
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Ray Bartolome
Chief Operating Officer
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Ashkan Maher
Chief Marketing Officer
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Rachel Vonbank, Esq.
Chief Compliance Officer
Management
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Min Song CFP®, AIF®
Principal
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Michael Jensen CFP®
Managing Partner
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Kevin Mayo CFP®, MBA
Managing Director
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Nicky Amore CFP®, CPWA®, ChSNC®, MBA
Managing Director
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Ron Guay CFP®, EA
Managing Director
Our Certified Financial Planners™
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Zackary Royce CFP®
Regional Director
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Matthew Shahin CFP®, MBA
Regional Director
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Ken Vendley CFP®
Regional Director
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Ryan Perry CFP®, AIF®
Financial Planner
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Ellen R. Brasee CFP®, AIF®
Financial Planner
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Peter Lombardi CFP®, MBA
Financial Planner
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Quinn Carranza CFP®
Financial Planner
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Jamil Abdullah CFP®, CFA
Financial Planner
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Steve Holdsworth CFP®, MBA
Financial Planner
Financial Planner Support
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Wendy Dudley, ChFC®
Relationship Manager
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Christopher Carreon
Relationship Manager
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Marc Melendez CFP®
Associate Planner
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Crystal Kolzak
Relationship Manager
Our Planning Team
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Ricky Perez
Planning Specialist
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Alexandra Castillo
Planning Specialist
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Janet Arias
Planning Specialist
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Brianna Jackson
Planning Specialist/Receptionist
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Michael Zamaro
Planning Specialist Intern
Our Business Development Team
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Earl Harris, MBA
Business Development Manager
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Jason Walthart
Business Development Specialist
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William Shumaker
Business Development Specialist
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Andrea McNamara
Business Development Specialist
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Jake Gower
Business Development Specialist
Our Operations Team
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Mariah Valerin
Director of Operations
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Michelle Haddad
Operations Manager
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Aracely Enriquez
Operations Specialist
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Serenah Cadena
Operations Specialist
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Raquel Ramirez
Operations Specialist
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Klarissa Larsen
Operations Specialist
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Fernando Tejeda
Operations Specialist
Our Marketing Team
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Jordan Mayo
Marketing Communications Manager
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Valorie Espinoza
Marketing Intern
Our Trading Team
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Jagruti Ravindra Sawant
Portfolio Trading Manager
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Ivan Herrera Valentin
Trading Specialist
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Akash Thakor
Trading Specialist
Our Tax Team
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Pete Gautreau CPA
Managing Partner
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Danielle Hurtado
Tax Services Manager
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Kory Fleischman, EA
Tax Specialist
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Mario Chavez
Tax Manager
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Joshua Barrera
Tax Intern
Our Administrative Team
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Sophia Shahin
Director of Education
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Jennifer Reyes
HR Manager
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Dana Banks
Office Administrator
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Katie Alexander
Building Manager
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Janna Renden
Executive Assistant to CEO