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Team

Dedication. Expertise. Passion.

Picture of Brett Creed

Brett Creed, CFP®, CIM®

Senior Wealth Advisor & Portfolio Manager

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W. Glenn Ayrton
BSc, CFP®, CLU®, ChFC®, CIM®

Senior Wealth Advisor

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Jeff Rivett, CFA®, CIM®

Senior Wealth Advisor & Portfolio Manager

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Anisa Muljiani PFP, CIM®

Wealth Advisor & Portfolio Manager

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Peter Slavkovsky, CFP®

Senior Analyst in Wealth Management

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Manie Ho, CFP®

Senior Wealth Associate

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Perry Chan

Senior Wealth Associate

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Rosa Maghsoudloo

Associate

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Rukhsar Salimi

Associate

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Marisol Carlo

Wealth Associate

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Sue Shokar

Wealth Associate

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