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Who We Are

Joey Rose

Joey Rose

AIF®

President, CEO, Financial Advisor

Britton Noble

Britton Noble

AIF®

Principal, Financial Advisor

Paul Massey

Paul Massey

C(k)P®, AIF®, CPFA

Financial Advisor

Mary Cardenas

Mary Cardenas

RICP®

Office Manager, Financial Advisor

Josh Palmer

Josh Palmer

CFP®

Director of Financial Planning

Suro Ghatak

Suro Ghatak

CFA®, AIF®

Director of Investment Management

Chuck Flowers

Chuck Flowers

CPA®

Controller

Esmi Valarezo

Esmi Valarezo

AIF®

Client Relationship Manager – Retirement Services

Jarrod Hageman

Jarrod Hageman

CFP®

Client Relationship Manager – Retirement Services

Cheri Payne

Cheri Payne

AIF®

Client Relationship Manager – Retirement Services

Terry Colgrove

Terry Colgrove

Client Services Manager

Elva Morales

Elva Morales

Client Services Manager

Joe Cunneff

Joe Cunneff

Financial Advisor

Anne Archnoi

Anne Archnoi

LPL Registered Client Services Manager

Jared Kenney

Jared Kenney

ChFC®

Wealth Advisor

Wendy Owens

Wendy Owens

LPL Registered Client Services Manager

Jeff O'Brien

Jeff O'Brien

CRPC®

Financial Advisor

Elsa Luce

Elsa Luce

Client Services Manager

Ben Whitney

Ben Whitney

Director of Marketing

Bree Jones

Bree Jones

Marketing Associate

Anmol Lakhani

Anmol Lakhani

Client Services Associate

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