Meet Our Team

For more than two decades, Richard has specialized in managing the complex financial matters that affect high-net-worth individuals and their families. A military veteran, he earned a bachelor’s degree in business management from...

Martin has been dedicated to helping families define and plan for their most cherished goals and dreams for more than 20 years. He holds a bachelor’s degree from California State University, Long Beach, and has done additional...

As a Client Service Associate, Marissa implements customer experience strategies and works cross-functionally to help ensure clients’ experiences are remarkable, impactful and most of all enjoyable. She graduated from Loyola...