Our People
Bill Bockwoldt, MBA, CFP®, CEPA®
Managing Director, Bay Area Office Lead
Michael Bongiorno, FPQP™
Advisor Associate
Maddy Bowles, CFP®
Vice President
Petra Braaksma
Assistant Vice President, Client Service Manager
Kevin Brady, CFP®
Senior Vice President
Kerry Bragg
Assistant Vice President, Client Service
Steve Branton, MSFP, CFP®, CPCC®
Managing Director
Briara Braun
Senior Associate, Legal & Compliance
Joshua Braunschweig
Accounting Manager
Steven Broadhead
Vice President, Client Service Manager
Scott Brody
Senior Vice President
Michael Bueno
Client Service Associate
Michael Bueti, CFP®
Assistant Vice President
John Burns, J.D.
Senior Advisor Associate
Nick Bussard, CFP®
Senior Advisor Associate
Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®
Managing Director