Richard Gianni
Managing Partner / Founder
Colin Fogel
Partner / CA Insurance Lic. #0M23822
George Wilburn
Founding Partner / CA Insurance Lic. #0F23998
Ryan Barnett
Partner
Christopher Dolle Jr. CFP®, ChFC®
Partner/CA Insurance Lic. #4442022
Ryan Martini
Partner
Brett Bartlow
Vice President
Carol Rodgers-Rivir CFP®
Vice President
Corey Fogel
Vice President
Chad Faust
Senior Associate / CA Insurance LIC. #4294737
Jonathan Coleman
Senior Associate
Alyssa Mullen
Director of Operations
Jill Cantleberry
Registered Client Service Associate
Blair Riese
Client Service Associate
Ashley Ware
Client Service Associate
Adrianna Osburg
Client Service Associate
Andrew Acuna
Associate
Cameron Moore
Associate