Matthew Gaspar, MBA, CEPA ®
President and Sr. Financial Advisor
Matt began his career in wealth management in 2010, where he served as a Financial Advisor with Merrill Lynch for 13 years. Since his career began, he has been recognized by Forbes as a "Best-in-State Wealth Advisor" as well as a...
Josh Holden
Vice President & Sr. Financial Advisor
Josh is a seasoned Financial Advisor with 16 years of experience, known for building lasting client relationships focused on growth and security. With expertise in financial planning, markets, and behavioral finance, Josh guides...
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LeAnn Gaspar
Director of Client Services
LeAnn is a graduate of Azusa Pacific University with a degree in Human Development. She began her career in financial services in 2021, where she served as Wealth Management Client Associate at Merrill Lynch. In 2023, LeAnn joined...
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Francis Matthew Manella, CFP®, CKA, CSRIC, AEP
Certified Financial Planner
Matt has over 20 years of experience specializing in collaborative financial planning with various advisors across the financial services industry. As a Certified Financial Planner (CFP®), he is dedicated to creating detailed, tailored...
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Paul Keeton
Managing Director, Investments & Advisory Solutions
Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions. By focusing on advisory specifically for the independent business owner, he brings a renewed approach towards...
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Shawn Baxter
Chief Compliance Officer
In his role, Shawn stays up-to-date on the rules of regulatory agencies and ensures company policies and procedures are adhered to, regularly reviewed, and updated as needed. Shawn is also the firm’s designated Anti-Money Laundering...
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Carolyn Sterling
Practice Management Director
Carolyn helps advisors grow and optimize their practices. In her role as a business consultant, she provides advisors with customized solutions to meet the needs of their unique practices. In addition, she facilitates ongoing...
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Katie Mohan
Director, Marketing & Communications
Katie works to provide marketing support to our team, including social media help, print and design support, project management and event design. Additionally, she serves as a liaison and expert on available third-party marketing...
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