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Our Team

Our Financial Advisors and Client Services Associates are here to help you.

Donna Arnold

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Gloria Avalos

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Charles Bohlen, CFA
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Mark Delgadillo
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Jon Kmett
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Teri McCasland
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James Moylan, CFA
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Oliver Nihan
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Charlotte Salinas

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Ed Ternan - SFEIC

Ed Ternan
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David Thomsen
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Jon Kmett
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Teri McCasland
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Charles Bohlen, CFA
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James Moylan, CFA
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David Thomsen
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Mark Delgadillo
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Ed Ternan - SFEIC

Ed Ternan
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Oliver Nihan
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Charlotte Salinas

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Gloria Avalos

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Donna Arnold

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