Office Head:

Richard O. Vandenberg, Jr., Managing Director & Office Head

Wealth Management Team:

Jack B. Caldwell, CFP^®, Head of West Region for Business Development

Brett Amerson, Managing Director

Vicken Ekmekjian, CFA, Managing Director & Senior Relationship Manager

Jennifer Man, CFA, Managing Director & Senior Relationship Manager

Stacey L. Velez, CFP^®, Managing Director & Senior Relationship Manager

Gail Baty, Senior Vice President & Senior Client Service Manager

J. Bradford Craig, Senior Vice President & Senior Relationship Manager

Chris D. Roman, CIC, Senior Vice President & Senior Relationship Manager

Dewey Tieu, CFA, Senior Vice President

Albert J. Huh, Vice President & Senior Client Service Associate

Raschard J. McKinney, CFA, TEP, Vice President & Associate Relationship Manager 

Tracie Nguyen, Vice President & Business Development Coordinator

Miki Lemieux, Associate Vice President & Senior Client Service Associate

Lauren O’Reilly, Senior Associate

Daniel P. Linger, CFA, Private Banker

Investment Team:

Daniel Skolochenko, Senior Vice President & Portfolio Manager