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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

Dustin Becker

Director of Insurance

Larry Koehler

Senior Advisor

Michael Anthony

Senior Investment Advisor and Managing Partner

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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Jason Odette, CFP®

Senior Investment Advisor

Joe Robertson, CRPS

Investment Advisor

John Chichester, CFP®, CPA, CGMA, PFS, AIF®

Senior Financial Planner

Kathleen Walsh Dulko, CPA

Senior Investment Advisor

Kathy O’Brien

Office Manager

Katrena Boujai, CDFA

Senior Financial Advisor

Keith Thieman

Investment Advisor

Ken Bauso, CFA, CFP®

Senior Investment Advisor

Kenneth Marriott, MD, CFP®

Investment Advisor
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