An experienced team of professionals dedicated to serving you
Salma Abdulla
Portfolio Manager
Lonette Durrant
Client Services Specialist
Jen Fontanilla
Director of Marketing & Communications
Brian Neustrom
Chief Compliance Officer
Matthew Pettera
Head of Trading & Operations
Zachary Stewart
Operations and Compliance Analyst
Kaleb Underwood
Associate
Fred Vojtsek
Strategic Consultant
Abbie Williams
Director of Finance & Accounting
Andrew Allard
Orange, CA
Steve Smit
Minden, NV
Robert Sutton
Skiatook, OK
John McCarthy
Tustin, CA
Carol Griffin
Arvada, CO
Steve Gonzalez
Orange County, CA
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