Insights
Role: Wealth Manager
December 10, 2025
Krista Charlton
(Pronouns: she/her/hers) As an Associate Wealth Manager, Krista is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. Krista coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. A true [...]
November 4, 2025
Wayne Liu
As an Associate Wealth Manager, Wayne is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. [...]
June 3, 2025
Meredith Stewart
Pronouns (she/her/hers) As an Associate Wealth Manager, Meredith helps clients identify and achieve their financial goals through a customized and approachable plan. Meredith has a personalized approach – starting with a conversation about you, your life, and what matters most to you. She assesses your financial picture and what’s important to you to tailor a [...]
June 3, 2025
Anna Shaw
(Pronouns: she/her/hers) As a Wealth Manager, Anna is responsible for helping clients identify and achieve their financial goals. She works closely with clients to create a comprehensive wealth management plan – customized to fit their unique needs. Anna also coordinates with a client’s other trusted advisors (CPAs, attorneys, insurance agents) to make sure they are [...]
June 3, 2025
Anthony Rue
As an Associate Wealth Manager, Anthony is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. Anthony coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. Anthony loves learning how [...]
June 3, 2025
Rob Young
As a Wealth Manager, Rob is responsible for helping clients identify and achieve their financial goals. Believing that each person’s needs and priorities are unique, Rob draws on his years of experience in portfolio management and financial planning to help clients understand their options and chart a clear path for the future. Rob also coordinates [...]
June 3, 2025
Reem Rizk-Hunter
As an Associate Wealth Manager, Reem helps clients identify and achieve their financial goals through an understandable and comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. Reem helps individuals and [...]
June 3, 2025
Kendall Acheson
As a Wealth Manager, Kendall is responsible for helping clients identify and achieve their financial goals. He works closely with clients to create a comprehensive wealth plan – customized to fit their unique needs. Kendall also coordinates with a client’s other trusted advisors (accountant, attorney, insurance professional) to make sure they are covered across all [...]
June 3, 2025
Todd Hobson
Todd, in his role as a Wealth Manager, serves as a trusted resource for clients, drawing on a strong understanding of their values and goals to bring clarity to complex financial decisions. He takes a holistic view, considering every facet of a client’s life – from education and estate planning to tax strategy and long-term [...]
Loading...