George Office

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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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Jenny Wayas

Client Service Associate

Joy Zaykoski2020-12-07T14:47:56+00:00Advisory Support, George Office, Office Locations|

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Mark Willoughby, CFA®, CFP®, ACA

Chief Operating Officer, Principal, & Wealth Manager

Anna Lui2020-07-29T20:30:43+00:00Advisory Team, George Office, Leadership Team, Office Locations, Operations, Principals|

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Robert Sinsheimer, MBA, CPA, CFP®

Wealth Manager

Anna Lui2020-06-22T19:38:55+00:00Advisory Team, George Office, Office Locations|

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Salome A. Rose

Client Service Associate

Anna Lui2020-06-22T19:39:14+00:00Advisory Support, George Office, Office Locations|

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Ryan L. Pope, CFP®

Senior Financial Advisor

Anna Lui2020-06-22T19:39:04+00:00Advisory Team, George Office, Office Locations|

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Aaron Mellman

Planning Associate

Anna Lui2020-07-13T13:53:56+00:00Advisory Team, George Office, Office Locations|

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Dr. Barry H. Kaplan, EA, CFP®

Principal & Wealth Manager

Anna Lui2020-06-22T19:38:09+00:00Advisory Team, George Office, Office Locations, Principals|

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Bradley S. Hilton, CFP®, MBA

Senior Financial Advisor

Anna Lui2020-12-07T14:45:47+00:00Advisory Team, George Office, Office Locations|

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Tana L. Flores, FPQP™

Senior Operations Associate

Anna Lui2020-07-29T20:31:17+00:00George Office, Office Locations, Operations|