Our Team

Team Members In

Advisory Team

Ken Paull

CFP®

Vice President, Wealth Advisor

Chris Peck

CEPA®

Director, Wealth Advisor

Pamela Pena-Serrano

CFP®

Senior Director, Wealth Advisor

Jake Pergolizzi

CFP®, CRPC®

Associate Director, Associate Wealth Advisor

Lucas Peterson

CFP®, CMFC™

Associate Director, Wealth Advisor

Evan Pinney

Associate, Wealth Advisor

Cody Pittman

Senior Associate, Wealth Advisor

Kristan Preston

CFP®

Vice President, Wealth Advisor

Matt Pullar

Senior Vice President, Wealth Advisor

Chris Redhead

CFP®, ChFC, CFS

Senior Vice President, Advisor Group Lead