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Who We Are
Joey Rose
AIF®
CEO, Managing Partner
Britton Noble
AIF®
Partner, Financial Advisor
Paul Massey
C(k)P®, AIF®, CPFA
Partner, Financial Advisor
Mary Cardenas
RICP®
Office Manager, Financial Advisor
Josh Palmer
CFP®
Director of Financial Planning
Suro Ghatak
CFA®, AIF®
Director of Investment Management
Chuck Flowers
CPA®
Controller
Esmi Valarezo
AIF®
Client Relationship Manager – Retirement Services
Jarrod Hageman
CFP®
Client Relationship Manager – Retirement Services
Cheri Payne
AIF®
Client Relationship Manager – Retirement Services
Terry Colgrove
Client Services Manager
Elva Morales
Client Services Manager
Joe Cunneff
Financial Advisor
Anne Archnoi
LPL Registered Client Services Manager
Jared Kenney
ChFC®
Wealth Advisor
Wendy Owens
LPL Registered Client Services Manager
Jeff O'Brien
CRPC®
Financial Advisor
Elsa Luce
Client Services Manager
Ben Whitney
Director of Marketing
Bree Jones
Marketing Associate
Anmol Lakhani
Client Services Associate
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