Our Team

We are independent, yet part of a team. Our leaders bring out the best in each other, valuing and respecting the uniqueness and varied perspectives of one another.

Russell Gebhard

President, Principal Partner

Kay Boyd

Senior Vice President, Wealth Advisor

Neal Britt

Senior Vice President, Wealth Advisor, Sales Manager

Teresa Castillo

Vice President, Wealth Advisor

Paul Dixon

Senior Vice President, Branch Operations Manager

Daniel Eaton

Vice President, Wealth Advisor

Phillip Evans

Vice President, Wealth Advisor

Charlie Fahy

Managing Director

Brandon Gay

Vice President, Wealth Advisor

David Hanson, CFP® AIF®

Managing Director

Matthew Holder

Vice President, Wealth Advisor

Rob Lee, CFP® CRPS®

Senior Vice President, Wealth Advisor

Steve McHale, CFP®

Senior Vice President, Wealth Advisor

Ron Meckler

Vice President, Wealth Advisor

Jackie Ortiz

Administrative Assistant

Elisia Pearson

Senior Vice President, Wealth Advisor

Jeff Peskin

Vice President, Wealth Advisor

Marty Peskin

Vice President, Wealth Advisor

Stephen Petty

Vice President, Wealth Advisor

Frank Sarubbi

Vice President, Wealth Advisor

Diva Silva

Administrative Assistant

David Spann, CRPC®

Operations Manager, Wealth Advisor

Paul Wobbe, CFP®

Vice President, Wealth Advisor

Doug Yauger

Senior Vice President, Wealth Advisor

Shawna Yun, CRPC®

Operations Associate, Wealth Advisor

Preserve and Protect Your Wealth

Whether your needs are big or small, we can match you with the perfect professional to pursue your goals.