Sonia M. Agee, Esq.

Partner

James M. Allen, Esq.

Partner

Matthew Brady

Managing Director

Jennifer Friedman, Esq.

Partner

Matthew Ives, CFP

Executive Director, Wealth Advisor, Portfolio Management Director

Shane Jacksteit

Wealth Advisor

Julie Kwon, Esq.

Partner

Ingrid Mittermaire

Attorney

Pat Phillips

Wealth Architect

Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP

Cynthia Rowland

Attorney

Elizabeth Sevilla

Tax Partner

Ryan Szczepanik

Wealth Advisor

Quynh T. Tran

Attorney

Karen Valladao

Tax Partner

Tom van Loben Sels

Partner

Barbara Wright, Esq.

Partner

John Wunderling, Esq.

Partner

Jeff Yoakum

CFP