Our Team

 

Edward Moyzes , MAcc, CLU®, CFP®

Chief Executive Officer

Office 213-243-7150


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Sarah Arthur , CFP®

Advisor

Office 213-412-2849


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Chris Hall , CLU®, RICP®, CFP®

Head of Strategy

Office 213-243-7060


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Mollie Kaiser , MBA, RICP®, CLU®, CFP®

Director of Financial Planning

Office 213-243-7040


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Trevor Driscoll

Financial Planning Associate

Office 213-243-7044


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Carol Bates , CFP®

Financial Planning Associate

Office 213-412-2805


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Kennia Litteral

Service Coordinator

Office 213-412-2805


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Jeff Hennings

Investment Operations Manager

Office 213-412-2851


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Rhodes Wall Jr

Investment Operations

Office 213-243-7132


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Alessandra Di Monda

Office Manager

Office 213-243-7064


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