Our Team
Today, more than ever, Certified Financial Planners are an essential partner in financial planning. Read more about the benefits of working with a CFP® professionals here.
John Goott,
CFP®, AIF®
Founding Principal
Daniel Goott,
CFP®, CIMA®
Principal
Doug Garrison,
CFP®, MBA
Senior Wealth Advisor
Margarita Barcenas,
CFP®, MBA
Senior Wealth Advisor
Jonathan Salvato,
CFP®, CRPC®
Wealth Advisor
Liem Hoang,
CFP®, JD
Associate Wealth Advisor
Mark Grenader,
JD, CPA*/PFS℠
Senior Financial Planner
Julie Banda
Senior Client Services Associate
Traci Diedrich
Operations and Client Relationship Manager
Candice Frank
Client Services Associate
Sue Goott
Accounting
Marissa Wilson
Administrative Assistant