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Our Team

Our Stewardship Team

Adam Butbul, CFA

Chief Financial Officer

Bob Pagliuco

Chief Compliance Officer

Bryan Hinmon, CFA

Chief Investment Officer

Dan Lidawer

Senior Advisor

David Papotta, CPA

Director of Tax & Business Services

Larry Koehler

Senior Advisor

Mier Wang, CPWA

Founder & Chief Executive Officer

Nick Crow, CFA

Chief Operating Officer

Ric Alfonso, CLTC

Head of Insurance

Sean Sun

President

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Henry Ellis, CFP®

Investment Advisor

Irvin Leopez

Junior Trader

James Jedrziewski, LUTCF

Investment Advisor

Jared Chase

Client Success Associate

Jason Odette, CFP®

Investment Advisor

John J. Chichester, Jr.

Senior Financial Planner

Jonathan Blaha

Client Service Associate

Katrena Shipp, CDFA

Senior Financial Advisor

Ken Bauso, CFA, CFP®

Senior Investment Advisor
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