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Meet Your Team

Life is richer when you love what you do. That’s not only our hope for our clients, but the way we approach the planning process. We’re passionate about our work, and we continually seek opportunities to learn and grow—honing a team of highly skilled, technically competent professionals who are wholly committed to helping you achieve success. With multiple generations on our team and genuine enthusiasm for what we do, we’re prepared to serve you with unmatched excellence for years to come.

Robert Grimm CLU®, ChFC®, CFP®

Partner and Private Wealth Advisor

Brett Bissell CLU®, ChFC®, CFP®

Partner and Private Wealth Advisor

Randall Riley CLU®, ChFC®, MBA

Private Wealth Advisor

Scott Gajda CLU®, ChFC®

Private Wealth Advisor

Brady Brewster CFP®

Lead Advisor

Christine A Min CFP®, CLU®, ChFC®

Private Wealth Advisor

Anthony J. Abadilla CLU®, ChFC®, CFP®

Private Wealth Advisor

Roy Tirakayos CIMA®

Private Wealth Advisor

Michelle Chavez AWMA®, CFP®

Private Wealth Analyst

Joseph Marino AWMA®, CFP®

Private Wealth Analyst

Jessica Guidi AWMA®

Associate Private Wealth Advisor

Nicholas Andrew Green

Associate Private Wealth Advisor

Markie Davis AWMA®

Private Wealth Analyst

Irene Farrier

Director of Client Relations

Angelica Gervacio

Financial Planning Analyst

Irene Valle

Financial Planning Analyst

Jessica Medhurst

Financial Planning Analyst

Emily Bassin

Client Service Coordinator

Joseph B. Olson CFA®

Chief Operations Officer

Kevin Black MBA

Business Manager

Fernando Sanchez AWMA®

Operations Manager