People

Investment Team

Enzo T. Pellegrino, CFP®

Founder, CEO & Wealth
Advisor

Simon Thompson, CFA

Senior Vice President & Wealth Advisor

Elissa Lococo, CFA, MBA

VP of RIA Operations & Sr. Research Associate

Enzo T. Pellegrino, CFP®

Founder, CEO & Wealth Advisor

Enzo T. Pellegrino, CFP®

Founder, CEO & Wealth Advisor

Preston Vaught

Wealth Advisor

Robert S. Bowerman, CFP®

Wealth Advisor

Brian Tobin, CFP®

Wealth Advisor

Johnny Chavez, CFP®,MBA

Wealth Advisor

Enzo T. Pellegrino, CFP®

Founder, CEO & Wealth Advisor

Robert S. Bowerman, CFP®

Wealth Advisor

Brian Tobin, CFP®

Wealth Advisor

Johnny Chavez, CFP®,MBA

Wealth Advisor

Liza Reichle

VP of Operations & Human Resources

Erika Ocaña

Operations Associate

Victoria Hernandez

Administrative Receptionist

Kate Barry

Administrative Team Lead and Operations Associate

Vanessa Crail

Administrative Receptionist

Justin Hettler

Operations Associate