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Charles Schwab
About Us
Our Team
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Client Access
Charles Schwab
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Our Team
Our Stewardship Team
Adam Butbul
Chief Financial Officer
Dan Lidawer
Senior Advisor
Ken Bauso, CFA, CFP
Chief Investment Officer & Investment Advisor
Larry Koehler
Senior Advisor
Mier Wang
Managing Partner & Founder
Ric Alfonso
Managing Partner & Head Of Insurance
Sean Sun
Managing Partner & Investment Advisor
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Katrena Shipp
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Ken Bauso, CFA, CFP
Chief Investment Officer & Investment Advisor
Kenneth Marriott
Investment Advisor
Lanie Amposta, CPA
Senior Corporate Accountant
Lanie Federiso
Executive Admin
Mae Camia
Client Support Associate
Marc Gagni
Senior Investment Advisor
Marlon Gagni
Senior Investment Advisor
Misty Marlowe
Director of Wealth Management Services
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