Questions, goals, new visions of your financial future-
Contact any of our Team Specialists
and we will assist you with all of your financial needs.

Sean Stannard-Stockton, CFA, CAP

President & Chief Investment Officer
Senior Principal & Shareholder

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Ludo Thomasson, CFP ®

Wealth Manager, Chief Advisory Officer
Senior Principal & Shareholder

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Matt Pearson

Chief Operating Officer
Chief Compliance Officer
Senior Principal & Shareholder

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Kelly Macias

Director of Talent & Culture

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Cathy Stannard-Stockton

Director of Business Operations
Senior Principal & Shareholder

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Liz Revenko, CFP®, CIMA®, CPCC, MA, MBA

Wealth Manager

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Mike Navone

Wealth Manager
& Shareholder

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Shilpa Andalkar, CFP®, CDFA®

Wealth Manager

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Julianne Jeffrey

Client Service Manager

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Martin Jakša

Senior Operations Manager

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Randi Mills

Senior Operations Associate

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Wern Cheen Chang

Senior Operations Associate

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Kyle Benner, CFP ®

Senior Investment Associate

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Laura Britton

Business Operations Associate

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Arif Karim, CFA

Senior Investment Analyst

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Paul Perrino, CFA

Director of Portfolio Analysis
Principal & Shareholder

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John Kim, CFA

Portfolio Analyst

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Ludo Thomasson, CFP®

DIRECTOR OF WEALTH MANAGEMENT

Read Bio

Sean Stannard-Stockton, CFA, CAP

President & Chief Investment Officer
Senior Principal & Shareholder

Read Bio

Ludo Thomasson, CFP ®

Wealth Manager, Chief Advisory Officer
Senior Principal & Shareholder

Read Bio

Matt Pearson

Chief Operating Officer
Chief Compliance Officer
Senior Principal & Shareholder

Read Bio

Kelly Macias

Director of Talent & Culture

Read Bio

Cathy Stannard-Stockton

Director of Business Operations
Senior Principal & Shareholder

Read Bio

Liz Revenko, CFP®, CIMA®, CPCC, MA, MBA

Wealth Manager

Read Bio

Mike Navone

Wealth Manager
& Shareholder

Read Bio

Shilpa Andalkar, CFP®, CDFA®

Wealth Manager

Read Bio

Julianne Jeffrey

Client Service Manager

Read Bio

Martin Jakša

Senior Operations Manager

Read Bio

Randi Mills

Senior Operations Associate

Read Bio

Wern Cheen Chang

Senior Operations Associate

Read Bio

Kyle Benner, CFP ®

Senior Investment Associate

Read Bio

Laura Britton

Business Operations Associate

Read Bio

Arif Karim, CFA

Senior Investment Analyst

Read Bio

Paul Perrino, CFA

Director of Portfolio Analysis
Principal & Shareholder

Read Bio

John Kim, CFA

Portfolio Analyst

Read Bio

Ludo Thomasson, CFP®

DIRECTOR OF WEALTH MANAGEMENT

Read Bio