Larkspur, CA
Meet Our Advisory Team
Our Larkspur Advisory Team
Managing Directors
Anthony Guerrerio, MBA
Partner, Managing Director
Chris Wheaton, CFP®
Partner, Managing Director
Courtney Hutchinson, CFP®
Partner, Managing Director
Craig Keller, CFA®, MBA
Partner, Managing Director
Jennifer Ceccarelli, CRCP
Managing Director
Jesse Shore, CFP®
Partner, Managing Director
John Baxman, CFP®
Partner, Managing Director
Lesley Cannan, CFP®, CPWA®, AIF®, CDFA®
Partner, Managing Director
Monica Muñoz, CFP®
Partner, Managing Director
Wealth Advisors
Annette Brinton, CFP®
Partner, Senior Wealth Advisor
Chuck Bowes, CFP®
Partner, Senior Wealth Advisor
Dan Campbell, CFA®
Senior Strategic Investment Advisor
Jared Noland, CFA®, CFP®, MBA
Senior Associate Wealth Advisor
Jill Rea, MBA
Senior Associate Wealth Advisor
Peter Sousa, CFP®, CIMA®
Senior Wealth Advisor
Pratik Kumar
Associate Wealth Advisor
Rachael Derrico, CFP®
Senior Associate Wealth Advisor
Rachel Sowers, CFP®, MBA
Wealth Advisor
Rachelle Rodman, CFP®
Wealth Advisor
River Galland, CFP®
Associate Wealth Advisor
Client Service and Operations
Avelina Amescua
Operations Manager
Jason Siedle
Operations Manager
Laura White
Operations Manager
Lindsay Carter
Client Service Associate
Lindsay Wulf
Senior Relationship Manager
Michele Dunevent
Senior Relationship Manager
Sara Rutchena
Relationship Manager
Sheila Kilper
Senior Relationship Manager
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact one of our Larkspur teams if we can be of service.
Recent Local News and Updates
Forbes Recognizes Beacon Pointe Advisors
Beacon Pointe is deeply honored to have received recognition from Forbes for over a decade...
Read more →