Our Team

J. Eric Field, CFP®, CIMA®
Partner 
Partner & Divisional President - Western

 

Jennifer Adelblue
Partner
Senior Accounting Specialist 

 

Anthony Bartels
Partner
Vice President, Operations Generalist

 

Ryan Brown
Partner
Vice President, 
Operations Manager

 

 

Steven Chang
Partner
Senior Vice President, Chief Compliance Officer

 

Marie Clow
Partner
Vice President, Senior Registered Client Administrative Manager

 

Okima Daniels
Partner

Vice President, Compliance Analyst

Melissa Heikkinen
Partner
Vice President, Accounting Specialist

Ashley Gallagher
Partner

Vice President, Client Administrative Manager

 

Sherrie Kerr
Partner
Senior Vice President, Director of Operations & Supervision

 

Melissa Kiser
Partner
Vice President, Senior Registered Client Administrative Manager

 

Kevin McShane
Partner
Vice President, Senior Registered Client Administrative Manager

 

Lee Melvin 
Partner
Vice President, Porfolio Managerment Analyst

 

Pamela Oishi
Partner
Vice President, Senior Registered Client Administrative Manager

 

Loura Oswald
Partner
Vice President, Senior Registered Client Administrative Manager

 

 

Jeani Winterbourne, CRPC®
Partner
President, Chief Operations Officer, FINOP