I love to cook and can prepare a mean halibut osso buco and chicken biryani.

Spuds Powell, CPWA®

Managing Director

I played professional soccer for the California Jaguars in Salinas, CA.

Randall L. Allen

Senior Wealth Advisor

I'm into cars and once won a new Porsche Boxster in a nationwide drawing.

Darnel J. Bentz

Senior Wealth Advisor

I am an avid golfer and played on the University of St. Andrews golf team.

Curt M. Biren, CPWA^®

Senior Wealth Advisor

I started learning about investing when my best friend in high school told me he got his new car with profits from trading. Decades later I found out he got it from his parents, but I was already hooked.

Brian Chang, CFA, CFP®, CMT®

Senior Wealth Advisor

My family and I were contestants on the game show the Family Feud.

Thomas E. Connaghan, III

Senior Wealth Advisor

My bucket list includes traveling to 100 countries. So far I am at 35.

Dustin Gale, CFP®, CPWA®

Senior Wealth Advisor

I rode a 2-day, 200-mile bike ride to benefit cancer research.

Kevin O’Regan, CFP®, CIMA®

Senior Wealth Advisor

I have a passion for mixed martial arts and have been fortunate to train with several formal professional fighters.

Andrew Smith, CFP®, CPWA®

Lead Wealth Advisor

My wife and I grew up in the same hometown. We went to the same junior high, high school and college.

Tyler Sterk, CPA, CFP®

Senior Wealth Advisor

I once took a road trip from Utah to Maine using the book “Eat Your Way Across the USA” as a map.

Sam Waltman, CFA, CFP^®

Senior Wealth Advisor

In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals.

Thomas Pontius, CFP®

Director, Financial Planning