Damien Couture

Senior Vice President, Financial Advisor

ChFC®, CFP®

Bernie Smit

Senior Vice President, Financial Advisor

ChFC®, CFP®, CLU®

Debbie Pursey

Senior Vice President, Financial Advisor

CFP®

Mark Burns

Vice President, Financial Advisor

CFP®

Larry Prozan

Senior Vice President, Financial Advisor

JD, CPA, MBA

Meredith Henry

Vice President, Financial Advisor

CFP®

Gary Watts

Logan Dunbar

Mary Catherine Chen

Financial Planning Assistant

Tyrone Chow

Team Operations Manager

Leslie Santa-Iglesia

Client Service Associate

Renee So

Client Service Manager

Rebecca Ibarra

Client Service Manager