Kenji Bleicker, CFP®

Kenji Bleicker, CFP®

Senior Client Services Associate
650.319.1630
Mark Duvall, CFA®

Mark Duvall, CFA®

Chief Investment Officer
650.319.1602
David Firth, CFP®

David Firth, CFP®

Vice President Operations and Client Services
650.319.1618
Clari Nolet, CDFA™
Tracie Southerland

Tracie Southerland

Financial Advisor and Mortgage Advisor
650.319.1603
Erin Whalen

Erin Whalen

Senior Wealth Advisor
650.319.1654