Executive Team

  • Justin Martin Managing Partner / CEO

    Justin Martin, MBA

    CEO & Managing Partner

  • Founding Partner / Managing Partner

    Pete Covino, AWMA

    Founder & Managing Partner

  • Andy Rad Managing Partner / CIO

    Andy Rad

    CIO & Managing Partner

  • Sean Martin Chief Operations Officer

    Sean Martin

    Chief Operations Officer

  • Jefff West Chief Compliance Officer

    Jeff West, J.D.

    Chief Compliance Officer

  • Tami Wheeler Director of HR & Executive Assistant

    Tami Wheeler

    Director of HR & Exec Asst.

  • Scott Escujuri, Esq

    Scott Escujuri, Esq

    Senior Wealth Advisor

Advisor Team

  • Sam Allman Wealth Advisor

    Sam Allman

    Wealth Advisor

  • Kyler Burke Wealth Advisor

    Kyler Burke

    Wealth Advisor

  • Dave Condensa, CEPA

    Dave Condensa, CEPA

    Senior Wealth Advisor

  • Brian Crane Wealth Advisor

    Brian Crane

    Wealth Advisor

  • Lydon Crane, CPA

    Lydon Crane, CPA

    Wealth Advisor

  • Jacob Davelaar, Wealth Advisor

    Jacob Davelaar

    Wealth Advisor

  • Miguel Delgado, CFP®

    Miguel Delgado, CFP®

    Senior Wealth Advisor

  • Ian Dunlap, CPA, CFP®

    Ian Dunlap, CPA, CFP®

    Wealth Advisor

  • Joseph Fisher Wealth Advisor

    Joseph Fisher

    Wealth Advisor

  • Acen Hansen Wealth Advisor

    Acen Hansen

    Wealth Advisor

  • Babak (Bobby) Kooros, CLU®

    Babak (Bobby) Kooros, CLU®

    Wealth Advisor

  • John Lane, MBA, CFP®

    John Lane, MBA, CFP®

    Senior Wealth Advisor

  • Edward Malekan Wealth Advisor

    Edward Malekan, CFF®

    Wealth Advisor

  • Justin Maxwell Wealth Advisor

    Justin Maxwell

    Wealth Advisor

  • Ariel Moyano, MBA, CFP®

    Ariel Moyano, MBA, CFP®

    Wealth Advisor

  • Rob Oakes, CPA

    Rob Oakes, CPA

    Wealth Advisor

  • Shawn Ogawa Wealth  Advisor

    Shawn Ogawa

    Wealth Advisor

  • Michael Pond, CAIA® Wealth Advisor

    Michael Pond, CAIA®

    Wealth Advisor

  • Benjamin Schamber Wealth Advisor

    Benjamin Schamber

    Wealth Advisor

  • Carson Skaggs Wealth Advisor

    Carson Skaggs

    Wealth Advisor

  • Patrick Smith

    Patrick Smith

    Wealth Advisor

  • Lincoln West Wealth Advisor

    Lincoln West

    Wealth Advisor

  • Scott Wilson Wealth Advisor

    Scott Wilson

    Sr. Wealth Advisor & Dir. of Advisor Dev.

Operations, Tax, & Administrative Team

  •  Jerri Beeman

    Jerri Beeman

    Compliance Assistant

  • Jennifer Conner Operations Support

    Jennifer Conner

    Operations Support

  • Kara Covino Tax Assistant

    Kara Covino

    Tax Assistant

  • Amanda Head Shot

    Amanda Frickey

    Operations Support

  • Anne Garabedian CPA

    Anne Garabedian

    CPA

  • Ella Gladysh, MBA

    Ella Gladysh, MBA

    Advisor Assistant

  • Caleb Howard Senior Portfolio Manager

    Caleb Howard

    Senior Portfolio Manager

  • Riley Johnston VP of Business Development

    Riley Johnston

    VP of Business Development

  • Bridget Lee Marketing Specialist

    Bridget Lee, MPA

    Marketing Director

  • Kelton Marroquin Advisor Assistant

    Kelton Marroquin

    Advisor Assistant

  • Julie Marshall Operational Support

    Julie Marshall

    Operational Support

  • Taylor Martin Operational Support

    Taylor Martin

    Operations Manager

  • Jessica Metsger Client Services

    Jessica Metsger

    Operations Support

  • Aadit Sharma Advisor Assistant

    Aadit Sharma, MBA

    Investment Associate

  • Kelli Wilson Client Services

    Kelli Wilson

    Client Services