Welcome New Members! (December 2023)
We welcome our newest members and look forward to building our local community together! Kyte Crigger, Parallel Advisors Michael Grijalva, Aspiriant, LLC
Congratulations to our Members Celebrating Milestones! (December 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Shilpa Andalkar, CFP®, CDFA®, Ensemble Capital Management 20 Years Holly Galbrecht, CFP®, Wetherby Asset Management
Welcome New Members! (November 2023)
We welcome our newest members and look forward to building our local community together! Tarren Schaar, CFP®, JLFranklin Wealth Planning Andy Yin, CFA, JP Morgan
Welcome New Members! (October 2023)
We welcome our newest members and look forward to building our local community together! Rita Abraldes, CFP® Megan Tom, CFP®, Wetherby Asset Management Chris Zand, CFP®
Congratulations to our Members Celebrating Milestones! (November 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Rachel Elson, CFP® Preetika Pande, CFP® 10 Years Stephen Kepler, CFP®, Private Ocean 15 Years Zhebin Huang, CFP®, Charles Schwab 20 Years Steven Schwegel, CFP® 25 Years Diane...
Congratulations to our Members Celebrating Milestones! (October 2023)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Jordan Overby, CFP®, Aspiriant, LLC 15 Years Sean Burgess, CFP®, Burgess Financial Planning 20 Years Sarah Wotherspoon, MS, CFP®, Private Ocean
Welcome New Members! (September 2023)
We welcome our newest members and look forward to building our local community together! Richard Greywitt Keith Bol, CFP® Kebco, Inc. Elaine Lugo, CFP®, Destination Wealth Management Rafael Paschoal, Hanke & Co. Wealth Management LLC