San Jose, CA
Meet Our Advisory Team
Wealth Advisors
Alex Gould
Associate Wealth Advisor
Ben Ingram, MBA
Associate Wealth Advisor
Bjorn Nesvold, CEPA®, CLTC™, RICP®
Partner, Senior Wealth Advisor
Cathy Jenson, CFP®
Wealth Advisor
Chad Broberg, BFA™, CASL®, CFP®, ChFC®, CLTC®, RICP®
Partner, Senior Wealth Advisor
Gary Tangwall, ChFC®, CLU®, RICP®, MBA
Partner, Senior Wealth Advisor
Jack McNamara, CFP®
Wealth Advisor
Jake Kutche, CFP®
Associate Wealth Advisor
Jennifer Beyl-Lee, CFP®
Partner, Senior Wealth Advisor
John Levi, RICP®
Wealth Advisor
Kurt Haugen, RICP®
Wealth Advisor
Leah Brooks, CFP®
Wealth Advisor
Mitch Schommer
Associate Wealth Advisor
Ryan Trabant, CFA®
Strategic Investment Advisor
Sydney Wilson
Associate Wealth Advisor
Tammie Mark, RICP®
Wealth Advisor
TJ Gillen, CFP®
Financial Planner
Todd Gillingham
Partner, Senior Wealth Advisor
Tom Selbo, CFP®, RICP®
Partner, Senior Wealth Advisor
Client Service and Operations
Amy Flom
Director of Operations
Ben Pierce
Operations Associate
Catie Rechtzigel
Office Manager
Darcy Bertram
Office Manager
Elizabeth Hill
Senior Client Service Associate
Jill Preiner
Relationship Manager
Julie Friend
Executive Assistant
Kate Gilstrap
Senior Relationship Manager
Kim Masanz
Office Manager
Krista Bergman
Senior Client Service Associate
Martha Sperber
Senior Client Service Associate
Matt Goldlust
Client Service Associate
Pam Andrus
Senior Client Service Associate
Renee Katz
Senior Client Service Associate
Sara Shideler
Senior Relationship Manager
Tamara Mumm
Marketing Manager
Tyler Myer
Senior Operations Associate
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact one of our San Jose teams if we can be of service.