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Richard J. Alphonso

JD, CPA/PFS, CGMA, M.S.T., AEP®
Chairman & Chief Executive Officer

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Darryl Nelson

President
Chief Operating Officer

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Steven Estrin

MBA
Chairman of Investment Committee

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Steven J. Rife

CFA, CFP®
Chief Investment Officer

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Connie Alphonso

Vice President
Chief Administrative Officer

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Nathan Bowen

MS, CFP®
Chief Planning Officer

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Juan D. Martinez

CPA, CFP®
Tax Director
Chief Compliance Officer

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Thomas Sartor

CFA
Chief Investment Strategist

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Austin Leavitt

MS, CFP®
Chief Development Officer

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Chris Kolenda

JD, CPA, MBA
Tax Counsel

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Natasha McDaniel

EA
Senior Tax Specialist

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Quincy Victorian

CPA
Senior Tax Associate

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Rachel Krause

Tax Services Associate

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Rachel Romero

MS, CFP®
Financial Planner

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Renee Alphonso

MS
Financial Planning Associate

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John Croy

Financial Planning Associate

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Chris Puckett

MS
Investment Management Associate

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Lynnette Okwuonu

CPA/PFS, CGMA
Director of Operations

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Nick Garrett

Client Service Associate

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Michel Gonzalez

Client Service Associate

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Daniel Perkins

Operations Associate

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Rosie Chavez

Administrative Associate

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