Planning

Scott Pinkerton

Scott Pinkerton

CFP®, AIF®, CIMA®, CPWA®
Senior Partner,
Planner

William L. Mehserle, Jr.

William L. Mehserle, Jr.

CFP®, AIF®
Partner,
Planner

Brad Patton

Brad Patton

CFP®, ChFC®, CWS®, CRPC, AAMS
Planner

Scott Pinkerton

Ryan Henderson

CFP®, ChFC®, CLU®, CEP®
Planner

Colton Lightner

Alet Filmalter

Planner

Colton Lightner

Colton Lightner

Client Relationship Manager,
Associate Planner

Betsy Steiner, Senior Consultant

Betsy Steiner

Senior Consultant,Family Office Services

Investment

Patrick Baumann, Chief Investment Officer

Patrick Baumann

CFA®, CTP
Chief Investment Officer,Partner,Institutional Consultant

Andrew Fusco, Analyst & Portfolio Administrator

Andrew Fusco

Analyst & Portfolio Administrator

Jake MacFarlane, Associate Analyst

Jake MacFarlane

Associate Analyst

Service

Amanda Beck, Client Relationship Manager

Amanda Beck

Client Relationship Manager

Pamela Blewett, Client Relationship Manager

Pamela Blewett

Client Relationship Manager

Janet Buley, Client Relationship Manager

Janet Buley

Client Relationship Manager

Susan Keen, Client Relationship Manager

Carter Couchot

Client Relationship Manager

Susan Keen, Client Relationship Manager

Susan Keen

Client Relationship Manager

Support

Donna Guinta, C.O.O.

Donna Guinta

Chief Operating Officer,Chief Compliance Officer

Jasmine Johnson, Private Wealth Coordinator

Jasmine Johnson

Private Wealth Coordinator

Tracy Knight, Marketing & Recruiting Director

Tracy Knight

Marketing & Recruiting Director