Advisory
Steve Van Houten, CFP®
President & CEO
Brian Field
Financial Advisor
David Mathias, CFP®, MSBA, RICP®
Financial Advisor
Luke Van Houten, CFP®
Financial Advisor
Zoran Selakovic, MBA, AIF
Financial Advisor
S. Sid Ean, MS
Regional Director
Nicholas Baez, MBA
Associate Trader
Operations
Leah Beltran
Branch Operations Manager
Brenda Barnett
Administrative Associate
Liliana Chung, MSBA
Sr. Operations Associate
Charles Leveson-Gower
Operations Associate
John Taylor
Operations Associate
Hannah Kelly
Operations Associate
Stephanie Peters
Operations Associate