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Our Team
Our Team
North Berkeley
2024-03-04T13:36:11-08:00
Kate Campbell King, CFP
Partner | Chief Investment Officer
Brian Kozel, CFP
Partner | Senior Advisor
Sam Wood-Bednarz, CFP
Partner | Senior Advisor
Jena Regan, CFP
Lead Advisor
Daniel Smyth, CFP, CPWA
Lead Advisor
Ariana Alisjahbana, CFP
Lead Advisor
Matthew Gatt, CFP
Lead Advisor
Carmetta Joyner, CFP
Lead Advisor
Kim Berger
Associate Advisor
Jim Sertich
Portfolio Management & Trading
Maureen Sullivan
Client Experience Associate
Debra Ellisen
Senior Client Service Coordinator
Shabana Shah
Client Service Associate
Dan Nakahara
Business Manager
James Wilson
Director, Client Experience