Simon Baker
Chief Executive Officer
Julia Joyce Bialek
Senior Wealth Associate
Daniel Cassell
Portfolio Manager
Bill Connor
Wealth Advisor, Partner
Doug Couden
Chief Investment Officer & Partner
Michael Dely
Senior Technology Manager
Michael Dunn
Director of Wealth Solutions
Geoff Erwin
Wealth Advisor, Director
Lorenzo Garcia
Client Service Associate
Erik Gholtoghian
Tax Manager
Amy Hepburn
Head of Impact and Philanthropy
James Hong
Senior Portfolio Analyst
Kris Krauszer
Wealth Advisor, Director
Jennifer Leong
Wealth Advisor, Director
King Lip
Chief Strategist & Partner
Eddie Lopez
Client Service Associate
Jerry Luff
Chief Operating Officer & Partner
Simon Mayali
Estate Planning, Director
Nicholas McInnis
Senior Portfolio Analyst
Antonio Mercado
Client Service Associate
John Montgomery
West Group Real Estate Consultant
Melissa Montgomery
West Group Real Estate Consultant
Matt Munro
Wealth Advisor, Director
Tom Ngo
President & Partner
Gerry O’Connell
Tax Planning, Partner
Elena Panco
Senior Wealth Associate
Christin Kim Pienkny
Director of Marketing
Jacob Quiroz
Senior Wealth Associate
Sheila Rabaut
Wealth Advisor, Director
Celso Rodrigues
Senior Operations Associate
Tracy Pham Salvador
Director of Operations
Scott Stephens
Wealth Advisor, Partner
Brynne Terry
Marketing Communications Manager
Maurissa Thomas
Senior Client Service Associate
Andrew Thompson
Finance Manager
Michael Tideman
Wealth Advisor, Director
Tanya Welch
Wealth Advisor, Partner
Sa Monique Wright
Client Service Associate
Sylvia Xu, CFP®
Wealth Advisory Associate
Josh Young
Wealth Advisor, Managing Director