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Dolly Suarez, CPA, CFP®
Jr. Wealth Management Advisor
Dolly played soccer growing up.
Michele Ludwig
Wealth Management Assistant
As a kid, Michele’s favorite toy was Crayons because she loved to color and…
Paul Abbou, CPA, CFP®, PFS
Wealth Management Advisor
Paul once worked for the FBI.
Sheri Mergenthaler CFP®, CPWA®, CDFA®
Director of Wealth Management
Sheri loves being near the water.
Jacqueline Nicholson, CPA, CFP®, PFS
Advisor
Jackie loves all things historical.
Chi Guerrero CFP®, RMA®, CIMA®
Wealth Management Advisor
Chi grew up in Washington state.