Advisors

  • Gabe Anderson

    CFP®

    Senior Wealth Advisor

    San Francisco, CA
    Email
    LinkedIn

  • Colten Christianson

    CFP®

    Chief Growth Officer

    San Francisco, CA
    Email
    LinkedIn

  • Scott Comfort

    CFP®, CPA

    Senior Wealth Advisor

    Bellevue, WA
    Email
    LinkedIn

  • John Davis

    CFP®

    Senior Wealth Advisor

    Sacramento, CA
    Email
    LinkedIn

  • Ryan Franklin

    CFP®, CPA, PFS

    Senior Wealth Advisor

    Yakima, WA
    Email
    LinkedIn

  • Rich Friedland

    CFP®, MBA

    Senior Wealth Advisor

    Los Angeles, CA
    Email
    LinkedIn

  • Joseph Ghidossi

    CFP® , CTS™

    Regional Lead – California

    Email
    LinkedIn

  • Kelly Gwynn

    CFP®

    Wealth Advisor

    San Francisco, CA
    Email
    LinkedIn

  • Molly Lengkeek

    CFP®

    Wealth Advisor

    San Francisco, CA
    Email
    LinkedIn

  • Aaron McFarland

    CFP®

    Regional Lead – Washington

    Bellevue, WA
    Email
    LinkedIn

  • Jason Romano

    CFP®

    Senior Wealth Advisor

    Los Angeles, CA
    Email
    LinkedIn

  • Graham Sheffer

    CFP®

    Wealth Advisor

    Bellevue, WA
    Email
    LinkedIn

  • Ben Shively

    CFP®

    Executives Practice Leader

    San Francisco, CA
    Email
    LinkedIn

  • Chris Waetzig

    CFP® , CPA

    Regional Lead – Oregon

    Portland, OR
    Email
    LinkedIn

  • Brandon Zilles

    CFP®

    Senior Wealth Advisor

    Bellevue, WA
    Email
    LinkedIn

JOIN THE JOURNEY

We are always interested in talking with advisors about joining us. If you are looking to work with a purposeful, technically rigorous and connected team, please reach out to us.