BEHIND THE TEAM
Trusted Advisors, Real People
Behind every strategy is a team of experienced advisors committed to your success. Get to know the people who bring insight, care, and expertise to every client relationship.
Bryant
Abaricia
Partner & Chief Advisory Officer
Adam
Abplanalp
Managing Partner & Chief Executive Officer
Lauren
Alexander
Partner & Chief Operating Officer
Leslee
Aquino
Accountant
Jocelyn
Barney
Tax Preparer
%20-%20Diana%20Diaz_edited.webp)
Diana
Diaz
Bookkeeper
Pat
Gacita
Accountant
Alwesa
Guro
Accountant
Kerry
Kelly
Professional Services Administrator
Tyler
Kendall
Tax Manager
Mary Ann
Ledda
Accountant
Joseph
Ramirez
Assistant Operations Manager
Brooke
Ridgway
Client Services Assistant
Aubrey
San Juan
Accountant
Alyssa
Yumul
Senior Bookkeeper