Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Walnut Creek

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Parker Landolf

Financial Planner

Walnut Creek

Alex Murphy

Client Service Specialist

Walnut Creek

Angela Piccioni

Client Service Specialist

Walnut Creek

Austin Jamati, CFP®, CPA

Sr. Client Service Specialist

Walnut Creek

Elisha Sanchez, MBA, WMS™

Regional Sales Associate

Walnut Creek

Faisal Ahmed

Client Service Specialist

Walnut Creek

Heather Curtis

Sr. Client Service Specialist

Walnut Creek

Jann Leonard

Manager, Client Service

Walnut Creek

Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Manager, Client Service

Walnut Creek

Laurel Portman

Client Service Specialist

Walnut Creek

Melody Manzanedo

Manager, Client Service

Walnut Creek

Naeshia Mota

Manager, National Client Service Specialist

Walnut Creek

Owen Good

Client Service Specialist

Walnut Creek

Robin Drummond

Client Service Specialist

Walnut Creek

Tanya Thomasson, CFP^®

Director, Client Service – UHNW & Private Markets

Roseville, Walnut Creek

Tess Gold

Sr. M&A Comp Analyst

Walnut Creek

Wendy Reeves, WMS℠

Sr. Client Service Specialist

Walnut Creek

Tim Kallas

Sr. Vice President

Walnut Creek

David Oh, JD, LLM

VP, Wealth Strategy

Walnut Creek

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