Associates

 

  • Rebecca Bourne

    Administrative Assistant

  • Dennis Chan, CFP®

    Vice President & Senior Partner

  • 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 & Senior Partner

  • Doug Mock, CFP®

    Financial Advisor

  • Rebekah Quinlan

    Financial Advisor

  • Connie Van Ornum

    Financial Advisor

  • Jacob Winters

    Financial Advisor

  • Nikolas Wogstad

    Senior Partner