Associates

 
  • Rebecca Bourne

    Rebecca Bourne

    Administrative Assistant

  • Dennis Chan, CFP®

    Dennis Chan, CFP®

    Vice President & Senior Partner

  • Stanley Diong

    Stanley Diong

    Senior Partner

  • Bill Hunstock

    Bill Hunstock

    Senior Partner

  • King Kearns

    Financial Advisor

  • Sarah Lippert

    Sarah Lippert

    Financial Advisor Assistant to Dennis Chan

  • John MacKimm

    John MacKimm

    Chief Compliance Officer, Senior Partner

  • Jim Matejcek CFP®, MBA

    Jim Matejcek CFP®, MBA

    Financial Advisor, Associate Partner

  • James Michaels

    James Michaels

    President & Senior Partner

  • Doug Mock, CFP®

    Doug Mock, CFP®

    Financial Advisor

  • Rebekah Quinlan

    Rebekah Quinlan

    Financial Advisor

  • Julieann E. Schroeder , CFP , AIF

    Julieann E. Schroeder , CFP , AIF

    Financial Advisor/SAI Registered Representative

  • Connie Van Ornum

    Connie Van Ornum

    Financial Advisor

  • Jacob Winters

    Jacob Winters

    Financial Advisor

  • Nikolas Wogstad

    Nikolas Wogstad

    Senior Partner