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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.

 
Liem Hoang

Liem Hoang,
CFP®, JD

Associate Wealth Advisor

Mark Grenader

Mark Grenader,
JD, CPA*/PFS℠

Senior Financial Planner

Julie Banda

Julie Banda

Senior Client Services Associate

Traci Diedrich

Traci Diedrich

Operations and Client Relationship Manager

Candice Frank

Candice Frank

Client Services Associate

Sue Goott

Sue Goott

Accounting

Marissa Wilson

Marissa Wilson

Administrative Assistant