Our Team

Brian Kozel, CFP®

Brian Kozel, CFP®

Managing Partner, Chief Investment Officer

Read Bio
Sam Wood-Bednarz, CFP®

Sam Wood-Bednarz, CFP®

Partner, Director of Advisory Services

Read Bio
Kate Campbell King, CFP®

Kate Campbell King, CFP®

Founding Partner

Read Bio
Jena Regan, CFP®

Jena Regan, CFP®

Lead Advisor

Read Bio
Matthew Gatt, CFP®

Matthew Gatt, CFP®

Lead Advisor, Director of New Advisor Development

Read Bio
Ariana Alisjahbana, CFP®

Ariana Alisjahbana, CFP®

Lead Advisor

Read Bio
Kim Berger, CFP®

Kim Berger, CFP®

Lead Advisor

Read Bio
Maria Quintana-Pilling, CFP®, CFA

Maria Quintana-Pilling, CFP®, CFA

Associate Advisor

Read Bio
Stephanie Nehmens

Stephanie Nehmens

Associate Advisor

Read Bio
Benjamin Cohen

Benjamin Cohen

Associate Advisor

Read Bio
Sasha Tierney

Sasha Tierney

Associate Advisor

Read Bio
Dan Nakahara

Dan Nakahara

Business Manager

Read Bio
Debra Ellisen

Debra Ellisen

Senior Client Service Coordinator

Read Bio
Cagatay Koc

Cagatay Koc

Portfolio Administrator

Read Bio
Shabana Shah

Shabana Shah

Client Operations Associate

Read Bio
Maureen Sullivan

Maureen Sullivan

Client Experience Associate

Read Bio
James Wilson

James Wilson

Director, Client Experience

Read Bio
Animal Friends at North Berkeley