Executive Team
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Justin Martin, MBA
CEO & Managing Partner
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Pete Covino, AWMA
Founder & Managing Partner
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Andy Rad
CIO & Managing Partner
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Sean Martin
Chief Operations Officer
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Jeff West, J.D.
Chief Compliance Officer
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Tami Wheeler
Director of HR & Exec Asst.
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Scott Escujuri, Esq
Senior Wealth Advisor
Advisor Team
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Sam Allman
Wealth Advisor
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Kyler Burke
Wealth Advisor
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Dave Condensa, CEPA
Senior Wealth Advisor
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Brian Crane
Wealth Advisor
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Lydon Crane, CPA
Wealth Advisor
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Jacob Davelaar
Wealth Advisor
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Miguel Delgado, CFP®
Senior Wealth Advisor
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Ian Dunlap, CPA, CFP®
Wealth Advisor
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Joseph Fisher
Wealth Advisor
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Acen Hansen
Wealth Advisor
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Babak (Bobby) Kooros, CLU®
Wealth Advisor
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John Lane, MBA, CFP®
Senior Wealth Advisor
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Edward Malekan, CFF®
Wealth Advisor
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Justin Maxwell
Wealth Advisor
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Ariel Moyano, MBA, CFP®
Wealth Advisor
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Rob Oakes, CPA
Wealth Advisor
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Shawn Ogawa
Wealth Advisor
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Michael Pond, CAIA®
Wealth Advisor
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Benjamin Schamber
Wealth Advisor
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Carson Skaggs
Wealth Advisor
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Patrick Smith
Wealth Advisor
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Lincoln West
Wealth Advisor
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Scott Wilson
Sr. Wealth Advisor & Dir. of Advisor Dev.
Operations, Tax, & Administrative Team
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Jerri Beeman
Compliance Assistant
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Jennifer Conner
Operations Support
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Kara Covino
Tax Assistant
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Amanda Frickey
Operations Support
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Anne Garabedian
CPA
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Ella Gladysh, MBA
Advisor Assistant
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Caleb Howard
Senior Portfolio Manager
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Riley Johnston
VP of Business Development
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Bridget Lee, MPA
Marketing Director
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Kelton Marroquin
Advisor Assistant
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Julie Marshall
Operational Support
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Taylor Martin
Operations Manager
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Jessica Metsger
Operations Support
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Aadit Sharma, MBA
Investment Associate
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Kelli Wilson
Client Services