Team
Amber Kodad, MBA, CFP®
Director, Advisor Resource Center
Megan Wilsey CFP®, CPA
Financial Planner
Kathleen Talamayan
Paraplanner
Alisa Foster
Paraplanner
Jim Worden, CFA®, CMT®, CAIA®
Chief Investment Officer
Brian Foley, CFP ®
Trading & Research Assistant
William Tangog
Research Associate and Trading Assistant
Raymond Bell
Advanced Insurance Consultant
Laura Rehberger
Office Administrator
Lisa Mitrovich
VP, Operations