Associates

• Rebecca Bourne

  Administrative Assistant

• Dennis Chan, CFP®

  Vice President

• Stanley Diong

  Chief Compliance Officer Senior Partner

• Jill Heil

  Office Manager

• Bill Hunstock

  Senior Partner

• King Kearns

  Senior Partner

• Hanna Kim

  Financial Advisor Assistant to Dennis Chan

• Sarah Lippert

  Financial Advisor Assistant to Dennis Chan

• John MacKimm

  Senior Partner

• Jim Matejcek CFP®, MBA

  Financial Advisor, Associate Partner

• James Michaels

  President

• Doug Mock, CFP®

  Financial Advisor

• Rebekah Quinlan

  Financial Advisor

• Connie Van Ornum

  Financial Advisor

• Jacob Winters

  Administrative Assistant

• Nikolas Wogstad

  Senior Partner