Los Angeles Office

Find an advisor in the Los Angeles Office who can assist with your financial goals. Our experienced advisors pride themselves on understanding your needs, and effectively translating complex financial terminology. We help can help secure your future through our innovative approach.

SPECIALIZATIONS:

OUR ADVISORS

Matthew A. Wollmann, CDFA®

Vice President, Investments
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Michael Batt

Financial Advisor
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Rick Blosser

Managing Director, Investments
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Norm Caris

Managing Director, Investments
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Jazmin Carpenter

Vice President, Investments
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Yoel Edunn

Financial Advisor
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R. Scott Graham

Financial Advisor
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Calvin Heck

Financial Advisor
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Elan Hiutin

Managing Director, Investments
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Andrew Hutcheson

Senior Vice President and Branch Manager
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Jack Johnson

Senior Vice President, Investments
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Robert Kennally

Financial Advisor
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James Kennally

Senior Vice President, Investments
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Howard E. Kern

Managing Director, Investments
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Melinda Koziol

Financial Advisor
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James Larew

Independent Financial Advisor
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Andrew Lee

Managing Director, Investments
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Mark Levy

Financial Advisor
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Lawrence Manners

Vice President, Investments
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J. Robert Ward

Financial Advisor
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Marc Winters

Financial Advisor
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Robert Woods

Financial Advisor
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EVENTS

Check back soon for our office events!