Greg Friedman
MS, CFP®
Founder & Chief Executive Officer
Susan Dickson
ED.D, MBA
Chief Operating Officer, Principal, San Rafael
Justin Hult
MBA, CFA
Director of Investment Operations, Chief Compliance Officer, Principal
Sarah Wotherspoon
MS, CFP®, CDFA®
Director of Wealth Management, Principal
Channing Hussey
Director of Operations, Principal
Suzanne Williamson
Director of Client Services, Principal
Cynthia Greenfield
Director of Client Engagement and Success, Principal
Paul Sturm
Director of Information Technology, Principal
Angela Giombetti
Director of Marketing
Julie A. Back
CFP®
Advisor, Principal
Bill Bockwoldt
MBA, CFP®
Advisor, Principal
Norm M. Boone
MBA, CFP®
Senior Advisor, Principal
Justin deTray
CFP®
Advisor, Principal
Kevin Gahagan
CFP®, CIMA®
Advisor, Principal
B. Kelly Keydel
CFP®, MBA, CDFA®
Advisor, Principal
Sabrina Lowell
CFP®, CPCC
Advisor, Principal
M. Zach Mangels
MSFP, CFP®
Advisor, Principal
Lisa Peters
CFP®, CDFA™
Advisor, Principal
Chip Pyfer
JD, CFP®, CIMA®, CPWA®
Advisor, Principal
John (Mac) Dunstan
CFP®
Advisor
Mary Ballin
CFP®, CDFA®
Advisor
Steve Branton
CFP®
Advisor
Stephen Kepler
CFP®, CDFA®
Advisor
Liz Revenko
MBA, CFP®
Advisor
Rob Lane
CFP®, JD/MBA
Advisor
Tim Talbott
MA, FPQP™
Paraplanner
Frank J. Jones
PH.D, MBA, MS
Investment Committee Co-Chair, Principal
Richard Stone
CLU, CFP®
Founder & Chairman, Emeritus
Sheila Schroeder
Business Development Officer
Frederick E. Dopfel
PH.D.
Investment Committee Co-Chair, Principal
Zach Schlaht
Investment Research Analyst
Tim Curley
Senior Portfolio Manager
Tanya Rhodes
CFA®, CFP®
Portfolio Manager
Diane Cauchois
Investment Operations Specialist
Deborah Gibbs
Investment Operations Specialist
Dave Cowles
CFP®, CPA-Retired
Senior Investment Operations
Sim Bajaj
Senior Client Service Specialist
Karolina Chernyak
Senior Client Service Specialist
Dave Scuitto
Senior Client Service Specialist
Melissa Cheong
FPQP™
Senior Client Service Specialist
Dana Armstrong
Office Coordinator
André De Jong
FPQP®
Client Service Specialist
Heather Martin
Systems Administrator and Trainer
Marco Oropeza
Client Service Specialist
Courtney Roberts
Office Coordinator
Deborah Pennington
Client Service Specialist
Melissa Restivo
Client Service Specialist
Marla Mulligan
Office Manager
Destiny Everett
San Francisco Office Manager