Our Team

David Little, CFA, CFP®

President, Chief Executive Officer, Owner

Carl Lachman, MBA, CFP®

Vice President, Financial Advisor, Owner

Scott Rojas, MBA, CFP®

Vice President, Financial Advisor, Owner

Russell Hall, CFP®, CPWA®
Financial Advisor, Owner

David MacLeod, CFA, CFP®

Chief Investment Officer, Financial Advisor, Owner

Travis McShane, CFA, CFP®

Financial Advisor, Owner

Aimee Calderon, CFP®
Financial Advisor, Owner

James Moore, CFP®
Financial Advisor

Maya Kridner
Paraplanner, Owner

Clarissa Hartono, CFP®
Financial Advisor

Cheryl Thompson
Receptionist, Billing Administrator, Owner

Jennifer Murdock
Paraplanner

Patricia Buchholtz
Chief Compliance Officer, Paraplanner, Owner