Christopher Krell, CFP®
Chris is your primary relationship manager and is responsible for the ongoing execution of high-level financial planning and investment management duties for your account.
Chris also coordinates and oversees all of the members of your dedicated service team.
Please contact Chris or anyone on his team if you have any questions or would like to discuss any aspects of your financial plan.
Tom Wagaman, FPQP™
Financial Planning Services Manager
Tom provides additional support to your advisory team. He helps coordinate the onboarding process for new client relationships, prepare for client meetings, and provide custom reports and analyses on a wide range of financial planning topics for clients.
Senior Client Service Associate
Joshua is your dedicated Client Services associate. He assists clients with account or money transfers, opening new accounts, updating beneficiary information, address changes, and any other responsibilities associated with the maintenance of your accounts. Joshua keeps your dedicated advisory team informed of any important updates or changes.
Arpine Jamjyan, FPQP™
Arpine provides administrative support and acts as a liaison to your advisory team to ensure clients receive the utmost care.
She assists with scheduling meetings and calls, as well as gathering important documents and other pertinent information prior to those meetings or calls.