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.

Search results for:

West: San Francisco Bay Area

Clear All Filters

Laurel Portman

Client Service Specialist

Melody Manzanedo

Manager, Client Service

Naeshia Mota

Naeshia Mota

Manager, National Client Service Specialist

Owen Good

Client Service Specialist

Robin Drummond

Client Service Specialist

T Thomasson

Tanya Thomasson, CFP^®

Director, Client Service – UHNW & Private Markets

Roseville, Walnut Creek

Tess Gold

Sr. M&A Comp Analyst

Wendy Reeves, WMS℠

Sr. Client Service Specialist

T Kallas

Tim Kallas

Sr. Vice President

David Oh

David Oh, JD, LLM

VP, Wealth Strategy

Ready to get started?

Explore More

person sitting with an insurance advisor looking at paperwork

Personal Finance

What Is Umbrella Insurance and Do I Need It? Answers To FAQs

July 3, 2025

Personal Finance

The House Tax Bill: No Tax on Tips or Overtime

July 1, 2025

Taxes

How Much Can You Give in 2025 Without Paying Gift Tax?

June 30, 2025

Continue Browsing