Richard Alphonso

Senior Vice President, Financial Advisor

JD, CPA/PFS, CGMA, M.S.T., AEP

Darryl Nelson

Senior Vice President, Financial Advisor

RLP®

Steven Estrin

Senior Vice President, Financial Advisor

MBA

Nathan Bowen

Senior Vice President, Financial Advisor

MS, CFP®, AEP

Thomas Sartor

Senior Vice President, Financial Advisor

CFA®, MS

Juan Martinez

Tax Practice Manager

CPA, CFP®

Chris Kolenda

Senior Tax Advisor

JD, CPA, MBA

Natasha McDaniel

Senior Tax Advisor

EA

Chris Puckett

Associate Portfolio Manager

MS

Lynnette Okwuonu

Team Operations Director

CPA/PFS, CGMA

Daniel Perkins

Client Service Associate

Nicolas Garrett

Senior Client Service Associate

Michel Gonzalez

Senior Client Service Associate

Karina Rodriguez

Rosa Chavez

Administrative Assistant

Steven Rife

Financial Advisor, Senior Vice President

Laura Hellinghausen

Quincy Victorian