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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Our Managers

Kelsey McCarthy

Kelsey McCarthy

Strategic Relationship Manager, California

(415) 276-2216

George Chammas

George Chammas

Complex Executive Vice President NorCal/Hawaii

(415) 276-2168

Markus DeJesus

Markus DeJesus

Complex Vice President

(415) 276-2204

Johnathan Mirabelli

Johnathan Mirabelli

Complex Vice President

(916) 294-4406

James Skilling

James Skilling

Complex Vice President

(925)-951-1144

Our Professionals

George Chammas

George Chammas

Complex Executive Vice President NorCal/Hawaii

(415) 276-2168

Kelsey McCarthy

Kelsey McCarthy

Strategic Relationship Manager, California

(415) 276-2216

Mitchell Bortolotto

Mitchell Bortolotto

Financial Consultant

(415) 461-4143

(415) 461-1784

Ernesto Alonso Leal

Financial Consultant

(916) 805-8696

Trevor Borgschatz

Financial Consultant

(916) 805-8698

Avedis Buyuker

Financial Consultant

(925) 765-7172

Rebekah Carlson

Financial Consultant

(916) 294-4400

Ethan Elmore

Financial Consultant

(415) 276-2144

Gianni Farese

Financial Consultant

(415) 276-2158

Daniel Greenfield

Financial Consultant

(925) 951-1153

Scott Hilbert

Scott Hilbert

Financial Consultant

(916) 359-1055

Cicely Jones

Cicely Jones

Financial Consultant

(415) 276-2135

Brendan McGrath

Brendan McGrath

Financial Consultant

(415) 276-2215

Ricardo Medrano Narvaez

Ricardo Medrano Narvaez

Financial Consultant

(408) 836 6755

Ashlynn Mohan

Ashlynn Mohan

Financial Consultant

(845) 489-7852

Brandon Nakamura

Brandon Nakamura

Financial Consultant

(415) 276-2153

Tyler O'Campo

Tyler O'Campo

Financial Consultant

(415) 276-2210

(925) 951-1139

Ryan Oda

Ryan Oda

Financial Consultant

(415) 276-2166

Kyle Peters

Financial Consultant

(925) 951-1164

Raymond Preston

Raymond Preston

Retirement Planning Specialist

(925) 951-1147

Michael Schuler

Michael Schuler

Financial Consultant

(530) 340-5256

Joseph Theam

Joseph Theam

Financial Consultant

(415) 276-2100

Susan Vidalon-Suzuki

Susan Vidalon-Suzuki

Financial Consultant

(415) 276-2114

Christopher Worthington

Christopher Worthington

Financial Consultant

(415) 276-2183