Associates

 
  • Brent J. Beverly, CFP®

    Brent J. Beverly, CFP®

    President, Senior Associate
    Investment Advisor Representative

  • Christian F. Li, CFP®

    Christian F. Li, CFP®

    Vice President, Senior Associate
    Investment Advisor Representative

  •  Steven Birckett, CFP®

    Steven Birckett, CFP®

    Advisory Services Associate

  • Manuel F. Chinchay, CFP®

    Manuel F. Chinchay, CFP®

    Investment Advisor Representative

  • Kim Westerman-Broer

    Kim Westerman-Broer

    Business Manager

  •  Vivian Monahan

    Vivian Monahan

    Investment Services Coordinator

  • Karla Drouet

    Karla Drouet

    Investment Services Assistant

  • Pene Birckett

    Pene Birckett

    Client Relations Associate

  • Melinda Saunders

    Melinda Saunders

    Client Concierge

  • Gregory P. Schill, CFP®

    Gregory P. Schill, CFP®

    Senior Associate
    Investment Advisor Representative

  • Maria Piechocki

    Maria Piechocki

    Administrative Manager