Beth Fiduccia – Associate Director Laura Sauer – Associate Director Alexis Gales TAmmie Etchells Madison Boyken Brenda Ceja Kristen R. KClippinger Sarah Dechristopher Sarah Dietrich Megan Geary Katie Hamilton Natalie Hammonds Hannah Just Camille Mesite Abigail S. Murphy Darleen Romero Andrew Serpico Carly Whelan
BETH FIDUCCIA
Associate Director Newport Beach, CA
Laura Sauer
Associate Director Nashville, TN
Alexis Gales
Newport Beach, CA
Tammie Etchells
Newport Beach, CA
Madison Boyken
Phoenix, AZ
Brenda Ceja
Grand Rapids, MI
Kristen R. Clippinger
West Palm Beach, FL
Sarah DeChristopher
Bend, OR
Sarah Dietrich
New York, NY
Megan Geary
Minnetonka, MN
Katie Hamilton
Dallas, TX
Natalie Hammonds
New York, NY
Hannah Just
Austin, TX
Camille Mesite
Newport Beach, CA
Abigail S. Murphy
New York, NY
Darleen Romero
Newport Beach, CA
Andrew Serpico
West Palm Beach, FL
Carly Whelan
Newport Beach, CA
Planning
Matthew Gregory
Director New York, NY
Rayna Austin
West Palm Beach, FL
Max Bennett
Bend, OR
Johnathan Fincher
New York, NY
Darren M. Lightfoot
Newport Beach, CA
Joel Pietila
Phoenix, AZ
Bryan Scutari
New York, NY
Drew Sherwood
Newport Beach, CA
Chloe Wood
Newport Beach, CA
Matthew Gregory – Director Rayna Austin Max Bennett Johnathan Fincher Darren M. Lightfoot Joel Pietila Bryan Scutari Drew Sherwood Chloe Wood
Investment Solutions
Kenny Molina
Director Newport Beach, CA
Manuel A. Ramirez
Newport Beach, CA
Gale Millington
New York, NY
Eddie Molina
Newport Beach, CA
Shane Barreira
Newport Beach, CA
Liping "Leo" Ouyang
Newport Beach, CA
Ishan Chhabra
Newport Beach, CA
Patience Imoite
West Palm Beach, FL
Micah Sawyer
West Palm Beach, FL
Kenny Molina – Director Manuel A. Ramirez Gale Millington Eddie Molina Shane Barreira Liping “Leo” Ouyang Ishan Chhabra Patience Imoite Micah Sawyer
Risk Management
Sarah Leitzke
Director Minnetonka, MN
Patty Ryan
Minnetonka, MN
Jonah Lems
Minnetonka, MN
Sarah Leitzke – Director Patty Ryan Jonah Lems
Tax
Jay Kim
Director Newport Beach, CA
Vivian Yang
Associate Director Phoenix, AZ
Menka Singh
Newport Beach, CA
Jordan Sandfer
Austin, TX
Vanessa Miranda
Newport Beach, CA
Susan Zeng
Newport Beach, CA
Carol Dsouza
Austin, TX
Ardalan Aryaei
Phoenix, AZ
Jay Kim – Director Vivian Yang – Associate Director Menka Singh Jordan Sandfer Vanessa Miranda Susan Zeng Carol Dsouza