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Our Team

Greg Bowen

Greg Bowen

Chief Executive Officer

Doug Perry

Doug Perry

President

Robert Biancardi

Robert Biancardi

Chief Financial Officer

Scott Lowe

Scott Lowe

Senior Vice President

Matt Pulsipher

Matt Pulsipher

Senior Vice President

Paul Erenfeld

Paul Erenfeld

Vice President

Kip Mechals

Kip Mechals

Financial Advisor

Eric Adler

Eric Adler

Financial Advisor

Nick Taggart

Nick Taggart

Financial Advisor

Win Jeanfreau

Win Jeanfreau

Financial Advisor

Steve Dutton

Steve Dutton

Financial Advisor

John Peyton

John Peyton

Financial Advisor

Sean O'Connell

Sean O'Connell

Financial Advisor

Sandra Hay Magdaleno

Sandra Hay Magdaleno

Financial Advisor

Jim Crocker

Jim Crocker

Financial Advisor

Eric Evans

Eric Evans

Financial Advisor

Susan Schwarz

Susan Schwarz

Financial Advisor

Brian S. McDowell, AIF®, CWPP™

Brian McDowell

Financial Advisor

Michael Jeanfreau

Michael Jeanfreau

Financial Advisor



Team Members
Molly Semingson

Molly Semingson

Operations Manager

Janice Novak

Janice Novak

Executive Assistant

Chrissy Boell

Chrissy Boell

Executive Assistant

Megan Irinaga

Megan Irinaga

Executive Assistant

Kyong Porreco

Kyong Porreco

Director of
Client Services

Shelly Zinda

Shelly Zinda

Executive Assistant

Bonnie Courtney

Bonnie Courtney

Registered Representative, Administrative Only


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