Silicon Valley
Your Silicon Valley Team
Thomas Myers
CFP®, CPA, CFA®
CEO & Managing Partner
James Hering
CFA®
Managing Partner & COO
David Murdock Jr.
CFP®, CIMA®, CLU®
Managing Partner
Jon Ekoniak
CFP®
Partner
Maggie Liu
CFP®, MST, MBA, CPWA®
Director of Asian Wealth Advisory & Wealth Advisor
Chao Zheng
CFP®, CFA®
Director of Investment Research & Wealth Advisor
Allison Kollar
CFP®
Senior Wealth Advisor
Jason Pfannenstiel
Senior Wealth Advisor
Nicholas Casaccia
CFP®, CPA
Senior Wealth Advisor
Fabian Garces
CFA®, CFP®
Wealth Advisor
Tyler Johnson
CFP®, CPA
Wealth Advisor
Yanxiao “Chloe” Li
CFP®, CPA
Senior Associate Wealth Advisor
Isabelle Araujo
CFA®
Associate Wealth Advisor
Heather Gaillard
Associate Wealth Advisor
Nathan Redman-Brown
Associate Wealth Advisor
Alyssa Haught
Director of Operations
Sam Stephens
Client Service Lead
John Tashjian
Client Service Lead
Simon Seo
Client Service Associate
Derek Ackerman
Wealth Advisory Analyst
Ulysse Saltiel
Analyst