Bruce Dzieza, CFP® CEO, Partner, Financial Advisor
Jason Gittins, CFP® Partner, Financial Advisor
Heather Belli, CFP® CDFA™ CCO, Partner, Financial Advisor
Mark Keating, CFP® AEP® Partner, Financial Advisor
Teresa Mitchell, CFP® Financial Advisor
Dave Homan, CFP® Financial Advisor
David Lawrence, CFP® Financial Advisor
Jake Weber Associate Advisor
Kelly Noonan Partner, Chief Operating Officer
Timothy Admire Operations Manager
Cesar Gonzalez, CSOP Investment Operations Associate
Nancy Spallino Lead Client Service Associate
Sheryl Harrigan Administrative Associate
Thea McDonald-Abbott Client Service Associate
Beverly ODay Receptionist / Client Service Coordinator
707-829-1146 (Sebastopol) 415-925-1388 (Marin) 800-696-8096 (Toll Free) 707-829-0111 (Fax) email@example.com
825 Gravenstein Hwy No. Suite #5 Sebastopol, CA 95472
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Our Sebastopol office is open weekdays, 9:00 am to 5:00 pm.
We are closed for major holidays along with the financial markets.
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