Team
Complete Financial Services.
Expert Advice.
All In One Spot.
Advisors
Robert Cooper
Financial Advisor, CFP®
Scott Foreman
Financial Advisor
Melissa Glennie
Chief Compliance Officer, Chief Financial Officer
Fong Her
Financial Advisor, CFP®, CIMA®, CPWA®
Tom Luing
Financial Advisor, CFP®
Gregory Paine
Financial Advisor
Alexander Pengelly
Financial Advisor, CFP®
Herbert M. Richardson III
Financial Advisor
Matthew Serrano
Financial Advisor, CFP®
Robert Doran Shepard
Financial Advisor, AIF®
Gregory Stroh
Founder, Principal and Financial Advisor
Jane Truckenbrod
Financial Advisor, CPA-Retired
John Truckenbrod
Financial Advisor, CPA-Retired
Michelle H. White
Financial Advisor
CMA Tax and Accounting
Parker LaPlant
Staff Accountant
David Senness
Certified Public Accountant
Sherab Tsomo
Staff Accountant
Joshua Bartz
Paraplanner
Dawn Bravo
Administrative Assistant
Rachel Bravo
Accountant
Sandy Buchan
Financial Planning Associate
Nancy Burns
Tax Preparation & Filing, Accounts Receivable and Customer Relations
Amanda Cribbs
Team CMA Advisors - Operations Manager
Nicole Dostal
Administrative Assistant
Jean A. Hurlbert
Financial Planning Associate, Team Luing Manager
Amy Kramer
Financial Advisor Assistant
Annette LaPlant
Retirement Plan Specialist
Chris Olson
Paraplanner
Marissa Zaun
Client Services