George Office

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Stacey Dougherty

Client Service Associate

Joy Zaykoski2022-03-03T18:14:46+00:00Advisory Support, George Office, Office Locations|

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Rakhee Gor

Senior Operations Associate

Joy Zaykoski2020-12-07T14:42:49+00:00George Office, Office Locations, Operations|

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Mark Willoughby, CFA®, CFP®, ACA

Principal & Wealth Manager

Anna Lui2022-04-07T21:47:18+00:00Advisory Team, George Office, Office Locations, Principals|

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Robert Sinsheimer, MBA, CPA, CFP®, RICP®

Wealth Manager

Anna Lui2021-10-27T18:23:59+00:00Advisory Team, George Office, Office Locations|

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Salome A. Rose

Client Service Advisor

Anna Lui2022-01-01T04:30:10+00:00Advisory Support, George Office, Office Locations|

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Ryan L. Pope, CFP®

Principal & Wealth Manager

Anna Lui2022-01-01T04:39:12+00:00Advisory Team, George Office, Office Locations, Principals|

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Aaron Mellman, CFP®

Planning Associate

Anna Lui2022-04-27T15:59:44+00:00Advisory Team, George Office, Office Locations|

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Dr. Barry H. Kaplan, EA, CFP®

Principal & Wealth Manager

Anna Lui2021-12-02T03:34:42+00:00Advisory Team, George Office, Office Locations, Principals|

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Tana L. Flores, FPQP™

Senior Operations Associate

Anna Lui2021-01-27T02:49:43+00:00George Office, Office Locations, Operations|

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Jacob Burleson, CFP®

Senior Planning Associate

Anna Lui2022-01-01T04:35:22+00:00Advisory Team, George Office, Office Locations|