Santa Cruz, CA
Meet Our Advisory Team
Our Santa Cruz Advisory Team
Andrea Christopherson
Client Service Manager
Danielle Wen
Wealth Advisor
Kathryn Keaney
Client Service Associate
Lance Wexler
Partner, Senior Wealth Advisor
Wendy Kim
Director of Operations
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Santa Cruz team if we can be of service.