Office head:

Kimberly Dwan Bernatz, CFP^®, AEP^®, Managing Director & Office Head

Wealth management team:

Brett Amerson, Managing Director & Private Banker

Nahid Aminzai, Managing Director & Market Manager, Private Banker

Wendy C. Chen, Managing Director & Senior Relationship Manager

Joseph C.J. Dempsey, CFA, Managing Director & Senior Portfolio and Relationship Manager

Andrew J. Lang, CFA, Managing Director & Senior Relationship Manager

Aaron M. Newland, CFP^®, Managing Director & Business Development Officer

Patrick R. O'Day, CFA, CAIA, Managing Director & Senior Relationship Manager

Kevin Hauri, CFA, Senior Vice President & Senior Relationship Manager

Keri Pankow, Senior Vice President & Senior Wealth Strategist

Adam E. Jeharajah, CFA, Vice President & Relationship Manager

Tommy A. Vu, CFA, Associate Vice President & Associate Relationship Manager

Courtney M. Columbro, Senior Associate & Client Service Manager

Jeanie Garcia, Senior Associate & Senior Client Service Associate

Martin I. Ortiz, Senior Associate & Client Service Manager

Hunter Hosoda, Associate & Client Service Associate