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Who We Are

Joey Rose

Joey Rose

AIF®

President, CEO, Financial Advisor

Britton Noble

Britton Noble

AIF®

Principal, Financial Advisor

Paul Massey

Paul Massey

C(k)P®, AIF®, CPFA

Financial Advisor

Mary Cardenas

Mary Cardenas

RICP®

Office Manager, Financial Advisor

Josh Palmer

Josh Palmer

CFP®

Director of Financial Planning

Suro Ghatak

Suro Ghatak

CFA®, AIF®

Director of Investment Management

Chuck Flowers

Chuck Flowers

CPA®

Controller

Esmi Valarezo

Esmi Valarezo

AIF®

Client Relationship Manager – Retirement Services

Jarrod Hageman

Jarrod Hageman

CFP®

Client Relationship Manager – Retirement Services

Cheri Payne

Cheri Payne

AIF®

Client Relationship Manager – Retirement Services

Terry Colgrove

Terry Colgrove

Client Services Manager

Elva Morales

Elva Morales

Client Services Manager

Rick Riley

Rick Riley

CFP®

Financial Advisor

Joe Cunneff

Joe Cunneff

Financial Advisor

Anne Archnoi

Anne Archnoi

LPL Registered Client Services Manager

Jared Kenney

Jared Kenney

ChFC®

Wealth Advisor

Wendy Owens

Wendy Owens

LPL Registered Client Services Manager

Jeff O'Brien

Jeff O'Brien

CRPC®

Financial Advisor

Elsa Luce

Elsa Luce

Client Services Manager

Ben Whitney

Ben Whitney

Director of Marketing

Bree Jones

Bree Jones

Marketing Associate

Anmol Lakhani

Anmol Lakhani

Client Services Associate

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