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Simon Baker

Chief Executive Officer

Doug Couden

Chief Investment Officer & Partner

Jerry Luff

Chief Operating Officer & Partner

Maurissa Thomas

Senior Client Service Manager

Michael Tideman

Wealth Advisor & Director

Sheila Rabaut

Director

Simon Mayali

Estate Planning Director

Daniel Cassell

Portfolio Manager

James Hong

Investment Management, Director

Nicholas McInnis

Investment Management, Director

Jacob Quiroz

Senior Wealth Associate

Hannah Kim

Wealth Advisory Manager