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