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Our Team

A History of Building
Successful Relationships

Everything we do is rooted in transparency, communication, and mutual respect. We believe the key to long-term success lies in cultivating collaborative partnerships with advisors and industry experts who share the same values and are committed to changing the lives of our clients for the better. This focus has driven meaningful growth with $10B+* in assets and offices across the country.

*Data as of 10/15/25

Team Members

Adam Messick, WMS℠

Director, Wealth Advisor

Golden, CO

Amy Jones

Associate, Operations

Lake Oswego, OR

Darren Stauffer

Manager, Operations

Baltimore, MD

Denise Waid

Managing Director, Marketing

Austin, TX

Elizabeth Brittain

Associate, Operations

Egg Harbor, WI

Grant Johnstone, JD, CFP®, CDFA®

Managing Director, Senior Wealth Advisor

Lake Oswego, OR

John Pozniak III

Senior Associate, Client Service

Baltimore, MD

Katie LaPlante

Senior Associate, Compliance Officer

Lake Oswego, OR

Matt Cheney, CFP®, CIMA®, CPWA®

Director, Wealth Advisor

Baltimore, MD

Mitch Caplan

Partner, Senior Wealth Advisor

Baltimore, MD

Stacey Smith

Director, HR/Recruiting

Houston, TX

Thomas Baker, CFA®, MBA, JD

Partner, Senior Wealth Advisor

Menlo Park, CA

Tracy Wenzel

Associate, Administrative Assistant

Orlando, FL

William Blanton

Partner, Senior Wealth Advisor

San Diego, CA

Let's Compose Your Financial Story

You deserve a personalized wealth strategy that is focused on achieving the future you want, but flexible enough to manage the changing economic landscape and your changing circumstances. So, what are you waiting for? Let’s meet and start composing your financial story today.

Talk to an Advisor

Nate Angelo

Chief Executive Officer

As the CEO of Composition Wealth, Nate is passionate about fostering an environment where people thrive! In doing so, the Composition Wealth team is focused on creating a positive impact in the lives of its clients. He is committed to expanding Composition Wealth’s presence in the wealth management sector by delivering tailored, value-driven planning strategies and an exceptional experience for clients. Before being named Chief Executive Officer, Nate was the firm’s Head of Wealth Management.

Before joining Composition Wealth, Nate held senior leadership roles at RBC Wealth Management. He was the Pacific Northwest Complex Director, where he served as a Senior Managing Director, growing Pacific Northwest revenues by over 60% through advisor recruiting, coaching, and expanded advisor support. Prior to that, Nate was Head of Practice Management and Wealth Consulting, overseeing the growth of RBC’s U.S. advisory, wealth planning, and liquidity capabilities.

Nate received his MBA in business from SBGE, Seattle Pacific University and his bachelor’s degree from Texas Christian University, Neeley School of Business. Outside of work, Nate is actively engaged in his community as President of Citizens for University Place Schools and as a volunteer high school baseball coach.

Fun Facts:

  • Coaching youth sports is a privilege
  • Think like a CEO, act like a servant
  • I’m a Go Giver

Dalton Shaughnessy

Chief Financial Officer

Dalton Shaughnessy is the Chief Financial Officer at Composition Wealth, where he oversees the firm’s FP&A, M&A and Real Estate teams. As a member of the Executive Leadership Team, he plays a key role in shaping the firm’s financial strategy, driving growth initiatives, and positioning Composition Wealth as a leading RIA platform.

With over a decade of experience in investment banking and private equity, Dalton has built a career spanning Wall Street and global asset management firms. Before joining Composition Wealth, he was part of the North American Buyouts team at Corsair, focusing on technology and fintech investments. His earlier roles included leadership positions at The Carlyle Group and The Radcliff Companies, as well as investment banking at Credit Suisse, where he advised technology companies on M&A and capital strategies.

Dalton graduated from Georgetown University and, originally from Minneapolis, has recently made Los Angeles home with his wife, son and two dogs. Outside of work Dalton enjoys exploring the outdoors with his family.

Fun Facts:

  • Loves all things outdoors, especially hiking with his toddler son on his back
  • His favorite way to unwind is listening to blues music
  • Never says no to a cup of coffee

Matt Dmytryszyn, CFA®

Chief Investment Officer

Matt is the Chief Investment Officer of Composition Wealth and he is responsible for leading the investment team. In this role, he chairs the firm’s investment committee, directs the research agenda, and provides oversight of portfolio management, trading, and implementation. In addition, he is responsible for communicating the firm’s investment perspective to advisors and clients. Matt is also a member of the firm’s Leadership Team.

Prior to joining Composition Wealth, Matt was the Chief Investment Officer of Telemus Capital, where he directed the firm’s investment effort. Before that, he served as an analyst and portfolio manager at LaSalle Street Capital Management, a boutique domestic equity firm. In this role, Matt served as a research analyst covering large and small-cap U.S. equities. He also served as a Co-Portfolio Manager on the firm’s Small-Mid Cap strategy. Before joining LaSalle Street Capital Management, Matt was a Senior Research Analyst at Russell Investments, where he was responsible for researching large-cap investment strategies. Matt also served as the Chairman of the Direct Investing Research Committee, which oversaw the development of proprietary investment strategies.

Matt holds the Chartered Financial Analyst (CFA®) designation and has his Series 65 license. He is active in the community, serving on the board of directors of Bridge Communities, and is a member of the Village of Downers Grove Planning Commission. In his free time, Matt enjoys spending time with his wife and two daughters and can often be found on a platform tennis court.

  • Holds the Chartered Financial Analyst® (CFA®) designation.
  • Active Licenses: Series 65

Fun Facts:

  • Passionate platform tennis player, a good way to get some exercise and get outside during Midwest winters.
  • Although behind in his plan, he aspires to visit every major league ballpark.
  • Tries to stay active in the community and sits on the Board of Directors of Bridge Communities, a non-profit helping homeless families, and is a member of the Village of Downers Grove Planning Commission.

Matt Granski, CFA®

Chief Operating Officer

Matt is a partner at Composition Wealth and currently serves as the firm’s Chief Operating Officer. He is responsible for management, strategic planning, and growth for all areas of Composition Wealth outside of research and portfolio management.

Prior to being named the Chief Operating Officer, Matt was the firm’s President. He graduated with a B.A. in Business Economics, Dean’s List, from the University of California, Los Angeles and holds the Chartered Financial Analyst® (CFA®) designation.

Matt is highly involved in philanthropic causes both locally and globally; he has spent time volunteering for Foundation for Peace, based in the Dominican Republic, as well as Social Entrepreneurs for Education, an LA-based organization.

  • Holds the Chartered Financial Analyst® (CFA®) designation.

Fun Facts:

  • Has yet to encounter a stock option plan structure that he couldn’t tackle
  • Holds the record for longest day worked at Composition Wealth
  • Once was approached for his home state’s infamous hit, The Jersey Shore

Aaron Hung

Associate, Trader

Aaron is a Trader at Composition Wealth, working closely with the trading and investment teams, as well as many of the firm’s advisors, to execute trades for the firm’s clients. He also implements investment strategies for their portfolios and handles portfolio rebalancing. Previously, Aaron was a Client Service Associate and continues to bring the spirit of meeting comprehensive client needs to his new position.

Prior to joining Composition Wealth, Aaron served as a wealth management intern at an RIA based in West Los Angeles. There, he helped develop databases for prospective clients and facilitated the onboarding process by creating and issuing inter-brokerage transfer reports. Aaron has also gained experience in both traditional financial analysis and portfolio management across previous internship opportunities and extracurricular pursuits.

Aaron earned his bachelor’s degree from Pepperdine University, graduating cum laude with a degree in Finance. During his time in university, he was actively involved in his immediate community, volunteering at the Center for Mission Effectiveness, a Christian nonprofit in Westlake Village, where he worked to refine partnership strategy for 501(c)(3) organizations. Outside of the office, he enjoys skateboarding, road trips, classic literature, and searching for the next delicious recipe with which he can impress his friends and family.

  • Active Licenses: Series 66

Fun Facts:

  • Completed a solo road trip from Washington D.C. to Los Angeles in under 4 days (despite contracting carpal tunnel in both wrists)
  • Dislikes all forms of cheese except for pizza, Cheez-Its, and Goldfish
  • Co-founded a vintage clothing store with his friends

Adam Messick, WMS℠

Director, Wealth Advisor

Adam Messick takes a personal approach to our clients’ well-being and believes that a strong financial plan is built on the unique needs of each family. As a Wealth Advisor, his role is to understand our clients’ goals and motivations, guiding them through life’s uncertainties and celebrating their achievements. The trust they share helps him to deliver the clarity they need to make sound and intentional choices on their paths to financial success.

Adam began his career as a Financial Advisor at Ameriprise Financial in 2007. After spending time in sales and account management in the tech industry, he returned to wealth management in 2019 to join Vinoble Group, a financial consultancy based in the Pacific Northwest that merged with Composition Wealth in March 2025.

Adam earned a B.S. in Business with a focus in Marketing, Management, and Finance from Whittier College.

He holds the Wealth Management Specialist℠ designation.

Fun Facts:

  • Adam played lacrosse at Whittier College. Go Poets!
  • Since moving to Colorado in 2022, Adam has embraced the practice of the cold plunge and relishes the opportunity for a dip in a high mountain lake.
  • Adam and his wife Clarissa find their time happily consumed with family adventures, Legos, reading with their two daughters, as well as coaching their youth sports teams.

Aidan Espinosa

Associate, Client Service

Aidan Espinosa is a Client Service Associate with Composition Wealth. He supports portfolio construction, implementation, and account management and actively ensures a seamless client experience through careful analysis and dedicated service.

Before joining the finance sector, Aidan spent six years as a structural welder and finish carpenter, building custom homes throughout South Orange County, CA. He also has eight years of experience in hospitality as a server and bartender, where he developed his strong work ethic and client-focused approach.

He holds a Certificate in Software Development from the University of California, Berkeley, and is currently pursuing a Bachelor of Science through the University of California’s transfer program with studies in Economics and Computer Science.

Born and raised in Southern California, Aidan enjoys surfing and being outdoors. A former football player for ten years, he now devotes most of his time outside of work to his wife and their one-year-old son.

Fun Facts:

  • Surfing is his favorite way to unwind and recharge
  • Played competitive football for a decade
  • Loves tackling hands-on projects, whether in construction, carpentry, or at home

Alexander Cyrus, CFP®, CEPA®

Director, Wealth Advisor

Alexander Cyrus is a Wealth Advisor at Composition Wealth, where he leverages his extensive experience to create and execute personalized financial strategies tailored to each client’s unique needs. His role involves building strong client relationships and working closely with the team to deliver outstanding service and support.

Before joining Composition Wealth, Alexander served as a Financial Advisor at Johnstone Financial, where he developed his expertise in client management and advisor support. His career began in a different realm when he managed his family’s 2,000-acre farm in Central Oregon while completing his college education. During this time, Alexander and his family embarked on a new venture in hemp cultivation starting in 2016, where he played a key role in establishing two businesses and bringing the new crop to market.

Alexander holds a Bachelor’s degree in Finance from Oregon State University and is a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®). His dedication to excellence is further highlighted by his Series 65 license. Outside of work, Alexander enjoys hiking, traveling, and skiing in the Pacific Northwest. He is also actively engaged in the Seattle community, contributing to Harvard Community Partners and participating in various fundraising activities.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Active Licenses: Series 65
  • Holds Certified Exit Planning Advisor® (CEPA®) designation

Fun Facts:

  • Was on the Oregon State Cheerleading Team
  • Designed the centerpiece artwork in the Oregon office
  • Experienced in backcountry skiing

Amy Cooper

Associate, Client Service

Amy Cooper is a Client Service Associate at Composition Wealth with more than 16 years of experience in financial services. She ensures high-quality client service and smooth operations across the firm, combining organization and empathy to strengthen relationships and enhance the client experience. Before joining Composition, Amy worked in wealth management, operations, and alums career advising, developing a holistic, people-centered approach to her work.

Dedicated and service-driven, Amy is passionate about using her skills to support clients and colleagues alike. She also serves on the board of the Notre Dame Club of Maryland, leading the ND Women Connect initiative.

Fun Facts:

  • Loves college football and lacrosse. Go Irish!
  • Ran the Chicago marathon on 10.10.2010.
  • Has a 200-hour yoga certification and enjoys teaching outdoors, offering gentle classes with no props or prior experience required.

Amy Jones

Associate, Operations

Amy is an Operations Associate for Composition Wealth. She works with the rest of the operations team to ensure that all the i’s are dotted, and t’s are crossed.

Prior to Composition Wealth, Amy worked in the mortgage industry, preparing documents, to ensure that client transactions were processed quickly and smoothly.

Amy received her bachelor’s degree in Interdisciplinary Studies from Oklahoma Christian University. She loves weekend trips to the Oregon Coast, playing the piano, and playing Pokemon Go with her three boys.

Fun Facts:

  • Can quote all the lyrics to Hamilton
  • Makes a better apple pie than your grandmother
  • Tries to oil paint in her “free time”

Andrew Ark, CFP®, CIMA®

Director, Wealth Advisor

As a Wealth Advisor, Andrew leverages his background in financial planning and investments to develop and execute strategies designed to achieve clients’ long-term goals. His objective is to simplify their financial lives by offering a full range of planning services, including but not limited to comprehensive financial planning, tax-advantaged portfolio construction, asset allocation, risk management, charitable planning, and wealth transfer planning techniques.

Andrew brings over a decade of experience in servicing the needs of successful individuals, families, and business owners to his role at Composition Wealth. Previously, Andrew was an Advisor at Wealthspire Advisors and an associate at EisnerAmper Wealth Advisors in their New York City Offices.

Andrew received his bachelor’s degree in economics from New York University and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Investment Management Analyst® designations. In his free time, he is either at the beach with his dog or cleaning up Los Angeles’ coastline.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Holds the Certified Investment Management Analyst® (CIMA®) designation

Fun Facts:

  • Has surfed over 500+ times across the country and around the world
  • Competed internationally and was on the NYU fencing team
  • Within the first two years of living in Los Angeles, he was flown to the South of France to partake in a TV show


Antonia Burchman Recht

Managing Director, Growth Initiatives

Antonia is a Managing Director for Growth Initiatives at Composition Wealth and is responsible for implementing innovative growth strategies including M&A process management, recruitment and retention. Antonia works closely with new advisory teams to ensure seamless transition and integration to Composition Wealth’s platform and culture and facilitates long-term success.

Prior to joining Composition Wealth, Antonia worked as Executive Recruiter at an international recruiting agency where she worked with a variety of clients, including some of the largest financial service firms in Los Angeles. Before entering financial services, Antonia worked in the marketing division of a global hospitality group based in Los Angeles.

Antonia received her bachelor’s degree from the University of California, Los Angeles. She is committed to community empowerment through causes such as Big Brothers Big Sisters of Greater Los Angeles, a youth mentorship program and Defy Ventures, a coaching based movement to reduce incarceration statistics.

Fun Facts:

  • Has recruited over 60% of Composition Wealth’s employees
  • Since joining, has helped the firm win over 20 industry recognitions
  • Spends her free time at the farmers market or at a concert

Barbara Kettman

Director, Group Benefits

In her role on our Group Benefits team, Barbara Kettman supports business owners and executives in navigating the ever-changing workplace healthcare landscape, crafting unique solutions that seek to reduce risk and improve profits, while providing excellent benefits to their employees. She brings years of insurance and operational expertise to her work finding the right medical, dental, vision, and voluntary coverage to suit our clients’ priorities and budgets and meet the needs of their valued employees. Barbara joined our team when Vinoble Group, a financial consultancy based in the Pacific Northwest, merged with Composition Wealth in March 2025.

Barbara is active in the Tacoma Chamber of Commerce and is a volunteer with the Washington state advocacy team for Compassion International, an organization that works to end child poverty.

Barbara earned an associate degree in accounting from Pierce College. She is Health, Life, and Disability insurance licensed in Washington state.

Fun Facts:

  • Barbara is a skilled side-by-side (SxS) recreational vehicle pilot. She participates in an annual event in Arizona where she drives blindfolded, while an equally brave passenger instructs her through the course
  • She is part of a fiercely competitive Bunco league, which is comprised of dear longtime friends
  • Family plays a central role in Barbara’s life. She is a mother, mother-in-law, and grandmother to two sons, their wives, and four grandsons. They can often be found camping and hiking together, hunting for waterfalls or tearing around on their quads

Ben Offit, CFP®, CEPA®

Partner, Senior Wealth Advisor

Ben Offit is a Partner and Senior Wealth Advisor at Composition Wealth. With over 15 years of experience advising high-net-worth families, entrepreneurs, and business owners, Ben specializes in wealth transfer planning, risk management, investment policy development, and tax-advantaged portfolio design. His mission is simple: to help clients simplify complexity, make confident financial decisions, and live the story they’ve always envisioned.

As a Certified Financial Planner™ and Certified Exit Planning Advisor (CEPA®), Ben has been recognized as a Five Star Wealth Manager by Baltimore Magazine every year since 2017, a Top Wealth Manager Under 40 by Fortune Magazine, a Top 100 Person in Finance, and a Leader in Finance by Baltimore Magazine.

Before joining Composition Wealth, Ben was the Founder and CEO of Offit Advisors, an independent financial planning firm acquired by Composition in 2024. He began his career in 2009 and quickly earned a reputation as an excellent listener and translator of complex concepts into clear, actionable guidance. Known for his follow-through, integrity, and relationship-driven approach, Ben’s clients value the trust and clarity he brings to every conversation.

Ben’s entrepreneurial drive began early. While studying Entrepreneurship at the University of Maryland, Robert H. Smith School of Business, he founded Offit Edutainment, developing an interactive football-themed online game to help students prepare for the SATs. That same curiosity and creativity now shape his financial planning philosophy—combining rigorous analysis with an ability to see opportunity in every situation.

A former Chairman of the Financial Planning Association (FPA) and graduate of Leadership Baltimore County, Ben also serves on the Board of Directors of Baltimore Crisis Response, Inc. and has held leadership roles with the Conflict Resolution Center of Baltimore County and Run Hope Work, among other community organizations.

Holds both a CERTIFIED FINANCIAL PLANNER® (CFP®) certification and a Certified Exit Planning Advisor® (CEPA®) designation

Active series 6, 7, 63, and 65 licenses, plus Life, Health, Property & Casualty Insurance credentials

Fun Facts:

  • Resides in Fulton, MD, with his wife Amanda, their sons Reed and Nate, and their dog Ray Ray
  • Enjoys exercising, reading, podcasts, music, traveling to new places domestically and internationally, and supports Maryland sports teams
  • Is a Foodie who obsessively loves trying new restaurants

Benjamin Lake, CFA®, CFP®

Director, Wealth Advisor

Ben is a Wealth Advisor at Composition Wealth and works with clients and their families to develop and implement financial plans designed to achieve their financial goals. He is passionate about helping people navigate their financial lives by finding creative opportunities that incorporate all areas of comprehensive financial planning, such as tax strategies, investment management, estate considerations, and risk management.

Prior to joining Composition Wealth, Ben worked as a financial advisor at an RIA in New York City. His primary responsibilities were working with clients to develop and implement financial plans, establishing processes to deliver financial planning advice to targeted groups of clients, co-managing the firm’s sustainable investment portfolio, educating clients and prospective clients about various topics related to personal finance, and business development. Previously, Ben was a Co-Portfolio Manager and Investment Strategist at Lake Partners Inc., where he was involved in managing client portfolios, developing asset allocation strategies, and macroeconomic research. Ben also worked as an Analyst at Pacific Epoch, an investment research firm in Shanghai, China.

Ben graduated from Northwestern University with a bachelor’s degree with honors in Asian and Middle Eastern Language and Civilization, with a concentration on China and a minor in Economics. Outside of work, Ben enjoys spending time with his wife and dog, traveling, playing soccer, and trying new cuisines.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Holds a Chartered Financial Analyst® (CFA®) designation

Fun Fact:

  • Ben lived in China for several years, both as a student in Beijing and an investment research professional in Shanghai. Sadly, he has forgotten some of his Mandarin skills, but he can still order at Chinese restaurants with ease
  • He has played soccer competitively since he was a child. He still plays soccer with his wife in a recreational co-ed league in Brooklyn
  • He enjoys hiking through nature with his dog, Mango, and his wife

Billy Allen, CFP®, CSLP®

Associate, Wealth Planner

Billy Allen is an Associate Wealth Planner at Composition Wealth, where he helps clients achieve their financial goals through personalized, well-researched planning. With five years of experience in wealth management and financial planning, Billy holds both the CERTIFIED FINANCIAL PLANNER® and Certified Student Loan Planner® designations.

Before entering the financial industry, Billy served as a Field Artillery Officer in the U.S. Army’s 101st Airborne Division, including a deployment to Afghanistan. His military experience instilled in him a strong sense of discipline, preparation, and integrity—qualities he brings to every client relationship.

Billy approaches his work with dedication and empathy, ensuring each client receives the care and attention they deserve. He values collaboration and believes in meeting clients where they are, always striving to deliver clarity and confidence in their financial journey.

Fun Facts:

  • Is an avid reader, having once read 72 books in a single year.
  • Is a lifelong fan of sports teams that provide little joy but ample embarrassment (NY Jets, Mets, Islanders, and Knicks).
  • Served 5 years in the U.S. Army as a Field Artillery Officer, with one deployment in Afghanistan.

Billy Balaun

Associate, Client Service

Billy is a Client Service Associate who works closely with advisory teams to provide exceptional client support at Composition Wealth.

Prior to joining Composition, Billy served as a Supply Chain Analyst at Thomas Scientific, where he played a key role in identifying customer inventory needs, analyzing internal performance metrics, and optimizing operational efficiencies. He also brings experience from his time at Guaranteed Rate, where he supported five Vice Presidents by identifying growth opportunities through social media strategies and regional outreach initiatives.

Billy earned his bachelor’s degree in finance from the Trulaske College of Business at the University of Missouri.

Outside of work, Billy is an avid sports fan. He played multiple sports throughout his school years and now enjoys working on his golf game on the weekends.

Fun Facts

  • Moved five times before seventh grade, growing up across multiple states and often being the “new kid.”
  • A big movie buff who loves both new releases and classic films.
  • An animal lover who grew up with dogs, in college, he even had a chameleon and helped care for a pig.

Blaine Thompson

Senior Wealth Associate

Blaine, a Senior Wealth Associate at Composition Wealth, collaborates closely with clients to develop tailored investment strategies and financial plans that reflect their goals and values. Before joining Composition Wealth, he was an Associate at Unionview Wealth Partners, where he supported high-net-worth families through investment research, portfolio management, and financial planning.

Blaine holds a bachelor’s degree in Economics and a Master’s degree in Finance from Boston College. A Seattle native, Blaine is glad to be back living and working in his hometown. Outside of the office, Blaine is likely out on Lake Washington, golfing, or playing tennis.

  • Active Licenses: Series 65

Fun Facts:

  • Once climbed (and descended) Mt. Ranier in a single day.
  • Will never turn down any type of competitive game.
  • Prides himself on giving the best Seattle restaurant recommendations.

Blake McKibbin, JD, ChFC®, CLU®

Director, Wealth Strategist

Blake McKibbin is the Wealth and Estate Strategist at Composition Wealth. Blake serves as a resource to Composition Wealth, their clients, and their clients’ attorneys and accountants in developing wealth transfer strategies for high-net-worth families in the areas of estate planning, lifetime giving, charitable giving, and business sale/business succession planning. In this role, Blake partners with financial advisors to meet individual clients and their attorneys and/or accountants, as well as present at educational seminars.

For 17 years before joining Composition Wealth, Blake has served in several roles in the financial services industry. Most recently Blake served as Director of Advanced Planning at Parcion Private Wealth, in Bellevue, WA; served as Wealth Strategist at RBC based out of the Des Moines, IA office; as President of Syverson Strege and Company in Des Moines, IA; as an Estate and Trust Specialist at Merrill Lynch based out of the Houston, TX office; and as the VP of Advanced Markets at Farm Bureau Financial Services in Des Moines, IA.

Blake received his Juris Doctorate from Drake University Law School and his Bachelor of Science from the University of Utah. Blake maintains his license to practice law in three states (however, in his role at Composition Wealth he does not engage in the practice of law), has attained the ChFC® and CLU® designations.

  • Active Licenses: Series 65
  • Licenses previously maintained (not active): Series 6, 7, 26, and 63
  • Holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations

Fun Facts:

  • Family consists of wife Betsy, son Louis, daughter Orlynn, a giant Irish Wolfhound named Barnaby, and two cats named Pearl and Lloyd
  • Worked at the Olympic Village during the 2002 Salt Lake City Winter Olympics . . . among other odd jobs in his formative years
  • A native of the prairies of Central Iowa; but has always been drawn to the mountains and ocean. His family now resides on Bainbridge Island, WA which serves as a perfect jumping-off point for them to pursue their active outdoors lifestyle.

Bob Driscoll, AIF®, CEPA®

Partner, Senior Wealth Advisor

Bob is a Managing Director at Composition Wealth and works primarily with privately held business owners and non-profit executives to strategically manage their cash flow and build wealth through tax efficient strategies. He serves as an investment fiduciary to our client’s 401(k), 403(b), Profit Sharing, Defined Benefit Plans, and Endowments. Bob is also responsible for developing and delivering engaging content and communication programs to employees.

Prior to joining Composition Wealth, Bob held roles on John Hancock’s Retirement Plan Services and Fund teams in Boston, Mass. In these roles, Bob supported financial advisors’ efforts to grow and service their 401(k) business and collaborate with fund managers on the tax implications of their buying and selling decisions.

Bob received his bachelor’s degree in Economics from Denison University. He holds the Accredited Investment Fiduciary® designation. Bob spends his free time being active in the San Francisco Bay Area with his family.

  • Holds the Accredited Investment Fiduciary® (AIF®) designation

Fun Facts:

  • He’s an avid Notre Dame football fan along with the New England Patriots and Boston Celtics
  • Bob is a mentor to aspiring entrepreneurs through the Renaissance Entrepreneurship Center in Richmond, CA

Brandon Beckner, CFP®

Director, Financial Planning

Brandon is the Director of Financial Planning at Composition Wealth. Brandon guides the firm’s planning first philosophy and ensuring our advisory team has the tools needed to provide clients with a best-in-class financial planning experience. He leads internal training and educational sessions to help advisors bring relevant and timely advice to our clients. Creating comprehensive financial plans for high-net-worth clients also falls under his purview. Being an advisor himself, he excels at identifying strategies that are the best fit for each client’s unique needs.

Brandon started his professional career working with Registered Investment Advisors (RIAs) and has done so ever since. He has held various wealth strategy-related roles, ranging from associate advisor to senior management. Most recently, he held the position of Financial Advisor and Vice President at EP Wealth Advisors, specializing in serving high-net-worth families.

Brandon received his B.S. in Finance from Virginia Tech’s Pamplin School of Business and holds the CERTIFIED FINANCIAL PLANNER® (CFP®). Curious by nature, he has plenty to fill his after-work hours. From scuba diving to backpacking to motorcycling and beyond, Brandon loves spending his free time exploring.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Active Licenses: Series 65

Fun Facts:

  • Much to the dismay of his Seattle friends and despite growing up in the D.C. area, he is a diehard 49ers fan
  • His work in financial services began at 14 when he got a job with an Allstate agency
  • He likes to buy and sell rare sneakers

Bret Hamby, CFA®, APMA®, CRPC®

Partner, Senior Wealth Advisor

As a Wealth Advisor, Bret Hamby is a partner to our clients in weathering the sometimes-tumultuous storms of their financial lives. Leveraging his 20+ years of experience, he works closely with our clients to understand their needs, creating financial plans and portfolio strategies that serve as a lighthouse throughout all stages and market conditions while remaining tactical and responsive. Bret also acts as an investment and portfolio strategist for our firm, playing a key role in the creative application and implementation of the broader Composition Wealth investment viewpoint.

Bret was one of the founding Partners, CIO, and CFO of Vinoble Group, a financial consultancy in the Pacific Northwest that merged with Composition Wealth in March 2025.

Bret earned a B.A. in Political Science from the University of Washington.

  • Holds the Chartered Financial Analyst® (CFA®) designation
  • Holds the Accredited Portfolio Management Advisor™ (APMA™) designation
  • Holds the Chartered Retirement Planning Counselor™ (CRPC™ ) designation

Fun Facts:

  • A post-bop jazz connoisseur, Bret was a gigging jazz musician as well as a Jazz Studies major at the University of Southern California before graduating from UW
  • Bret is a painter whose work hangs on several walls in our office
  • An avid reader, Bret is a Sherlock Holmes buff and has strong opinions on the perfect lighting for a reading nook

Brianna Sankar

Associate, Client Service

Brianna works closely with the advisory teams to give clients the best customer service experience. Brianna oversees the onboarding of new clients and the opening of new accounts for existing clients.

While pursuing her degree, Brianna interned with Composition Wealth for two years. During her internship, she supported the New York Composition Wealth team by contributing to special projects and providing key assistance across various initiatives.

Brianna earned a Bachelor of Science in Financial Mathematics and a Bachelor of Arts in Spanish from Hofstra University. During her time at Hofstra, she served as Vice President of Finance for the Alpha Phi International Fraternity.

A few fun facts about Brianna:

  • She enjoys going to Manhattan and the beach when it is nice outside.
  • She loves to travel and explore new places.
  • She is from Arizona!

Brian Bunker, CFA®

Director, Portfolio Manager

Brian is a Portfolio Manager at Composition Wealth and is responsible for making fixed income investments for the firm's clients.

Prior to joining Composition Wealth, Brian was a Senior Credit Research Analyst at Aviva Investors responsible for analyzing investment grade and high yield credits in the healthcare and automotive sectors. Brian started his career at The Federal Reserve Board of Governors and also has fixed income experience at BMO Capital Markets and Neuberger Berman.

Brian graduated with a B.A. from The University of North Carolina at Chapel Hill and received a Master in Finance degree from Princeton University. He later became a CFA charterholder. Outside of work, Brian enjoys traveling, spending time with his wife and son, and watching/playing sports.

  • Holds the Chartered Financial Analyst® (CFA®) designation.
  • Active Licenses: Series 65

Fun Facts about Brian:

  • He lived in Brussels, Belgium as a child
  • He is a Lifelong Cincinnati Bengals fan - it was hard to admit until they drafted Joe Burrow
  • He visits Colorado every summer to get out of the city and enjoy fly fishing, horseback riding, and archery

Brian Johnson

Partner, Senior Wealth Advisor

Brian is a Senior Wealth Advisor at Composition Wealth and has worked in wealth management for over 8 years. Brian works with clients to develop and implement customized financial plans and investment strategies. He also spends time with other departments at the firm to build out processes that enable his team to implement strategies to provide top notch client service.

Prior to joining Composition Wealth, Brian was with a Tennessee-based wealth management firm where he supported areas of advisor growth, reporting, and client service.

Brian received a bachelor’s degree in Business Administration, Finance from Belmont University, Dean’s. Brian serves as the Director of Finance for Young Entertainment Professionals, Los Angeles, the local chapter of an organization that focuses on networking and providing opportunities for young professionals in the entertainment industry. He is also actively involved in community causes such as volunteering for inner city elementary programs. In his free time, he enjoys flying wingsuits, as well as playing and making music.

  • Active Licenses: Series 66

Fun Facts:

  • By age 12, graduated from a nationally recognized financial planning course
  • Once recorded a song in the famed RCA Studio B in Nashville, TN
  • Has jumped out of an airplane over 550 times

Brian M. Johnson, CFP®, CRPC®, CEP®, APMA®

Partner, Senior Wealth Advisor

Brian Johnson is a Partner and Senior Wealth Advisor at Composition Wealth. Since he began his career in 2006, Brian has employed his expertise in small business, tax planning, and estate planning strategies to provide concrete, actionable steps, guiding his clients through all stages of their financial lives. A third-generation small business owner, Brian was one of the founding Partners and CEO of Vinoble Group, a financial consultancy in the Pacific Northwest that merged with Composition Wealth in March 2025.

Brian serves as the co-director of The Soule Foundation, established in 2017 to honor his father Dwight, which raises money for charities focused on providing clothing, school supplies, meals, and other supportive services for local families. He also coaches for the South Sound United League (SSUL) and Cascade Foothills Soccer Club (CHFC).

Brian earned a B.A. in business administration/marketing from the University of North Dakota.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Holds the Chartered Retirement Planning Counselor™ (CRPC™) designation
  • Holds the Certified Estate Planner™ (CEP®) designation
  • Holds the Accredited Portfolio Management Advisor™ (APMA™) designation

Fun Facts

  • Brian is a martial arts practitioner of Balintawak Eskrima, PTK and NSI, and has begun dabbling in Muay Thai
  • Before becoming a Wealth Advisor, Brian trained to be a commercial pilot
  • A consummate outdoorsman, Brian enjoys hiking, camping, skiing, and climbing. He’s summited Mt. Rainier three times, as well as several other peaks, at one point nearly coinciding with the birth of one of his daughters – a near miss that his wife, Sadie, who is an independent business health insurance broker, won’t let him live down

Brian Mohoric, CRPC®

Partner, Senior Wealth Advisor

In service of our clients who are business owners and executives, Brian Mohoric acts as an investment fiduciary for many of our clients’ 401(k), 403(b), Profit Sharing, and Defined Benefit Plans. Prior to becoming a Wealth Advisor in 2016, Brian spent 17 years designing, implementing, and administering retirement plans for small and mid-size businesses. This experience allows him to provide unique insights to business owners and employees alike. He has a particular passion for employee engagement, offering financial literacy and investment education to the invaluable workforces that make our clients’ professional dreams possible. Brian works closely with owners and executives in managing their personal finances, so their goals outside the workplace can be achieved as well.

Brian earned a B.A. in Public Relations with a minor in Business from Central Washington University. He was one of the founding Partners, CTO, and Qualified Plans Director of Vinoble Group, a financial consultancy in the Pacific Northwest that merged with Composition Wealth in March 2025.

  • Holds the Chartered Retirement Planning Counselor™ (CRPC™) designation.

Fun Facts:

  • Brian is a level 2 open water certified SCUBA diver
  • In college, He was a cheerleader and served as captain of a team of 15 talented performers
  • Brian and his wife Crystal, a registered dental hygienist, host an annual cornhole tournament in their backyard, complete with a highly coveted trophy awarded to the winner

Brock Moseley

Partner, Senior Wealth Advisor

Brock is the Founder and Managing Partner of Miracle Mile Advisors (now Composition Wealth). Over the last two decades, he has served in several capacities within the organization, including as the Head of the Investment Committee and the Risk Management Committee. His life passion is working with entrepreneurs and high-net-worth families to develop customized life plans that incorporate wealth management as well as tax and estate considerations.

Prior to founding the firm, he spent nine years developing strategic investment solutions for high-net-worth families and foundations at Morgan Stanley & Co. and Bel Air Investment Advisors. His primary responsibilities included portfolio construction, evaluation, and management. Before entering the investment advisory business, Brock was a Vice President in the Energy/Technology Group with the Los Angeles-based boutique investment banking firm Brockett Tamny & Company.

Brock earned his bachelor’s degree from Stanford University and an MBA from Northwestern University’s Kellogg School of Management, with concentrations in Finance, Entrepreneurship, and Innovation. Brock currently serves as Chairman Emeritus and a member of the Board of Directors of Big Brothers Big Sisters of Greater Los Angeles. He is also an active member of YPO (Young Presidents Organization), serving as an active member in both the YPO Bel Air Chapter and the YPO Gold Wilshire Chapter. He is also very active in civic causes and was selected as an inaugural member of the California Community Foundation’s Ambassador Within program, aimed at civic leadership and community-building enterprises in Los Angeles. Brock lives in Bell Canyon with his wife, Susan, his daughter, Frankie, and his son, Lincoln.

Awards and Recognition

  • Investment News See It Be It Role Model, 2020
  • Investment News Excellence in Diversity & Inclusion, 2020
  • MBA from Northwestern University’s Kellogg School of Management

Fun Facts:

  • Named the firm “Miracle Mile” after the neighborhood in which he was raised
  • Has been involved with Big Brothers Big Sisters for over 40 years
  • His favorite escape is Whitefish, Montana

Bruce Milam

Senior Strategic Advisor

Bruce is a Senior Strategic Advisor to Composition Wealth. Prior to his current role, Bruce served as CEO from 2023 to 2025, growing Composition from $4.5 billion to $9.5 billion in assets under management and establishing the firm as a leading RIA platform with the scale, team, and infrastructure to support future growth. This foundation has positioned the firm to accelerate its national expansion and continue executing on its long-term strategy, while remaining fully committed to excellence in client service.

Before joining Composition Wealth, Bruce worked for nearly a decade at Freestone Capital Management, an RIA based in Seattle, where he served as Chief Operating Officer. During his tenure, he led vision and strategy efforts and contributed to Freestone’s extraordinary growth accomplishments. Prior to that, Bruce spent over eight years as a Director at HBK Capital Management, building out the firm’s operations and technology infrastructure while also leading teams through large-scale transformations to drive scale and optimization.

Bruce received his Master of Professional Accounting at the Texas McCombs School of Business and his bachelor’s degree from the University of Texas, Austin. When he is not at work, Bruce enjoys being active—ideally doing something outdoors, traveling internationally, and keeping up with his twin teenage sons.

Fun Facts:

  • Is an avid reader with a goal to consume 25 books a year
  • Has attended 3 of the 4 tennis grand slam tournaments – only Australia remains
  • Loves carbohydrates more than they love him

Carla Gatlin

Associate, Account Manager - Group Benefits

Carla Gatlin is an Account Manager with our Group Benefits team, providing support to our workplace clients with their group health, dental, vision, disability, and life insurance plans. She manages plan setup and enrollment and provides ongoing support to business owners, HR professionals, and staff, ensuring that they have clarity and trust in their benefits and that their coverage continues to meet their needs.

With 14 years of experience in the Retirement Plan and Third-Party Administrator (TPA) space, Carla worked to understand clients’ businesses, budgets, and what matters most to their employees. It’s this spirit of advocacy and partnership that made her transition into the Group Benefits industry in 2023 so seamless. She joined our team when Vinoble Group, a financial consultancy based in the Pacific Northwest, merged with Composition Wealth in March 2025.

Carla is Life and Health insurance licensed in Washington state.

Fun Facts:

  • Spending time with family and friends is at the forefront of her life.
  • Travelling is Carla’s favorite pastime, especially when the destination features sun and sand.
  • Carla bartends at a local bistro and finds it to be a wonderful way to make connections in the community. She works hard to know the names of all the regulars.

Carolyn Orlik

Associate, Client Service - Retirement

Carolyn is a Retirement Client Service Associate and supports the day-to-day needs of retirement plan clients, including trustees and plan participants.

Prior to joining the firm, Carolyn was a trust administrator and account manager for 401(k) corporate retirement plans. She also worked in the nonprofit arena, keeping many balls in the air, including managing volunteers for a performing arts center.

Carolyn earned a Bachelor of Arts degree in Social Science at San Francisco State University. Carolyn loves hiking the Sonoma Coast and can often be found enjoying live music events and cheering on the Warriors. She also enjoys serving her community as a board member for a local nonprofit and is an avid podcast listener of various genres while commuting to the office.

Fun Facts:

  • Self-proclaimed Rummikub champion
  • Knows all the best beer places in Sonoma County
  • Co-exists with a 6-foot ball python snake

Chris Ciehanski, CPA, CFP®, CRPC®

Partner, Senior Wealth Advisor

Chris is a Partner and Senior Wealth Advisor at Composition Wealth, with almost 40 years of experience in accounting and financial services. Chris’s career brought him from the world of Big 8 accounting and Fortune 500 corporate work in healthcare and distribution, where, after almost 20 years, he and his wife and business partner, Wendy, broke away from a major brokerage firm to form Centricity Wealth Management in 2013. Chris served as a Managing Partner and Financial Advisor at Centricity.

As an advisor for the last 30 years, his passion has been working with multi-generation families, executives with an emphasis in healthcare, and MLB players to solve the complex financial challenges they face due to the nature of their careers and the success it brings.

Chris received his BSBA in Accounting from Ohio State University in 1987, his CPA certification in 1989, and his CFP® in 2011. He enjoys cycling, scuba diving, horology, and charitable giving in his free time.

Fun Facts:

  • Has run in all 50 states
  • Has swum to shore from Alcatraz twice
  • Has been a hospice volunteer for almost 25 years

Chris Guarino, CFP®

Director, Wealth Advisor

Chris Guarino, CFP®, is a Wealth Advisor at Composition Wealth with more than 20 years of experience helping clients navigate complex financial decisions. He specializes in advising high-net-worth individuals and multigenerational families, delivering clarity, confidence, and lasting value.

Before joining Composition Wealth, Chris served as Director and Private Wealth Advisor at First Citizens Bank. Previously, he was Vice President and Wealth Manager at BNY Mellon Wealth Management for seven years and began his career at Merrill Lynch and Inverness Counsel. His background spans both strategic planning and hands-on portfolio management, giving him a holistic perspective on financial planning and investment advisory services.

Chris earned his Bachelor of Science in Finance & Economics from Fordham University, where he was a member of Beta Alpha Psi and the Fordham Lacrosse Team. He later completed Financial Planning coursework at NYU’s School of Professional Studies and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2018. He also holds a Series 65 license issued by the U.S. Securities and Exchange Commission.

Fun Facts:

  • Shooting sporting clays since age 10, Chris also competed at a high level.
  • Married to his high school sweetheart.
  • While classmates went to Six Flags on senior cut day, he went skydiving.

Christina Marsh

Senior Associate, Client Service

Christina joins Composition Wealth as a dedicated financial professional whose passion for guiding clients through their financial journeys brings her deep fulfillment. She has 25 years of experience, most recently serving clients for three years at Centricity Wealth. During this time, she worked closely with Chris and Wendy Ciehanski, whom she has known for over two decades. Before her tenure at Centricity, she spent 15 years working with the same advisory team through significant transitions—from Merrill Lynch to Morgan Stanley, ultimately establishing an independent RIA.

Originally from Central New York, she now resides with her husband of 32 years on five acres of land with a pond. They have two adult children and cherish the peace and beauty of rural living.

Fun Facts

  • Is proud of her Italian heritage and, with her daughter, is actively involved in the Chicchi Club, a local Italian women’s organization
  • Holds an undergraduate degree in Art History; her office features original artwork, including an oil painting by her father
  • Ran her first marathon at age 50, has completed four, and plans to run at least one more

Christine Ngwiri

Associate, Data Analyst

Christine is a Data Analyst at Composition Wealth, where she supports the firm’s strategic decision-making through data interpretation, visualization, and performance analysis. With a strong foundation in data engineering and analytics, she helps transform complex information into actionable insights that drive smarter business outcomes and more informed client experiences.

Prior to joining Composition Wealth, Christine served as a Finance Systems and Data Associate at GiveDirectly and held data leadership roles at Invent Consulting and X-fusion. Her experience spans financial systems, data architecture, and pipeline development, with a focus on data engineering that bridge technical and business needs. She also spent over three years as a Technical Program Manager at Pinnacle Integrated Solutions, specializing in ERP and data consulting.

Christine holds a Bachelor of Science in Mathematics and Computer Science from Multimedia University of Kenya, where she graduated with Second Class Honors, and earned a Data Science certificate from Strathmore University. She is fluent in multiple data languages and tools, including T-SQL, Power BI, and Python.

  • When she is not crunching numbers, she will most likely be outside adventuring mountains and lakes or camping
  • She is an avid reader (count long blogposts and threads on X as a read) who likes to dive into almost any well put topic. Currently enjoying history and science reads
  • She asks “why” more than a toddler. It’s her superpower

Connor Wilhelm, CFP®

Director, Wealth Advisor

Connor is a Wealth Advisor at Composition Wealth and works with clients to build tailored financial plans designed to enhance their financial picture through each phase of life.

Prior to joining Composition Wealth, Connor worked in multiple roles at UBS. Most recently, he was a Senior Wealth Strategy Associate, where he helped develop customized wealth management plans for HNW and UHNW families.

Connor received his Bachelor’s degree from California Lutheran University. He currently holds the Certified Financial Planner (CFP®) designation and has his CA Insurance License #19087543. In his free time, he enjoys staying active by playing basketball, going skiing, and traveling.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Active Licenses: Series 66
  • Licenses previously maintained (not active): Series 7

Fun Facts:

  • Always ready for an adrenaline rush, he had been skydiving, bungee jumping, cliff diving and has done backflips in a plane
  • Avid skier and have skied most of the major mountains in the US
  • Full name is John Charles Connor Wilhelm

Craig Borkovec

Partner, Senior Wealth Advisor

Craig is a Senior Wealth Advisor at Composition Wealth and has worked in the financial services industry for over a decade. He and his team take a goal-oriented approach when helping Ultra-High Net Worth families build customized financial plans. The scope of their work typically is centered around scenario planning for future wealth transfers, tax mitigation, and asset protection.

Prior to joining the firm, Craig began his career at Fidelity Investments where he structured financial plans and investments for their clients. He spent the next stage of his career on the sell side at DWS Asset Management, where he worked with financial advisors to analyze portfolio allocations (composed of Individual Stocks, ETFs, Mutual Funds, & Alternative products) and implement adjustments based on current market and macro-economic trends.

Craig sits on the board of Refugee JumpStart, a non-profit focused on professionally coaching refugees worldwide to help strengthen their employability and overall well-being. Craig received his bachelor’s degree in Finance from Saint Louis University where an elective course ran by financial advisors titled, ‘Financial Literacy and how to Apply It’ was his hook into the financial services industry.


Fun Facts:

  • Is an avid Chicago sports fan (Cubs > Sox) and misses playing year-round golf since moving back to Chicago from southern California
  • Has a 3-year-old daughter who keeps him and his wife up to date on all the latest Disney movies
  • Volunteers at Operation HOPE, Banking on our Future to help improve financial literacy in low-income, underfunded areas, and school programs

Craig J. Hanson, CFA®

Partner, Senior Wealth Advisor

Craig Hanson is a Partner and Wealth Advisor at Composition Wealth. He engages primarily with high-net-worth families in the areas of holistic financial planning, comprehensive investment and portfolio management, estate planning, and wealth transfer considerations. He views his role to be both a complex problem-solver and a trusted steward of his clients’ financial aspirations.

Craig has been active in the financial services industry since 2009. Prior to joining Composition Wealth, Craig was a partner and Financial Advisor at Seattle-based RIA Unionview Wealth Partners.

Craig earned his Bachelor’s in Economics from the University of Washington. As a lifelong Pacific Northwest resident, Craig now lives north of Seattle with his wife and two young boys where he enjoys coaching his son’s youth soccer team. When he is not in the office or spending time with his family you can find him on the ski slopes, the golf course, or out on his bicycle.

  • Holds the Chartered Financial Analyst® (CFA®) designation
  • Active Licenses: Series 66

Fun Facts

  • Comes from a blue-collar background; his mother was the first female journeywoman mechanic in the Plumbers and Pipefitters Local 32 Seattle union
  • Has a twin brother
  • Once was part of the opening act for a Grammy-nominated recording artist

Curtis Christian

Senior Associate, Client Service

Curtis is a Senior Client Service Associate at Composition Wealth and focuses on the onboarding of new clients. In this role, he strives to make each interaction with clients a “white-glove” experience, while working closely with the investment and advisor teams.

His professional experience in the financial services industry spans over 12 years beginning with Fisher Investments as a Research Assistant while attending college full time. Prior to Composition Wealth, Curtis worked in the investment banking world supporting a team of private equity advisors.

Curtis graduated from San Francisco State University with a bachelor’s degree in Finance with a minor in Religious Studies.

  • Licenses previously maintained (not active): Series 7 and 63

Fun Facts:

  • Curtis had also been a professional musician and a published songwriter
  • He enjoys volunteering in the community, travel and exploring all the cuisine, culture, and natural beauty of Northern California with his wife

Daniel Tang, CFP®

Director, Wealth Advisor

Daniel is a Wealth Advisor at Composition Wealth and helps his clients integrate their financial goals, cash flow needs, and investment strategy into a cohesive, actionable plan.

His expertise spans four key areas: building wealth, protecting it, spending it confidently, and passing it on to the next generation. As a true fiduciary and financial quarterback, Daniel collaborates closely with CPAs, attorneys, and other professionals to ensure clarity, consistency, and alignment across all his clients’ financial goals. At the heart of his approach is a commitment to keeping each client’s financial strategy closely aligned with their priorities and long-term vision.

Daniel earned his bachelor’s degree from UC Berkeley (go Bears!) and holds the CFP® designation.

  • CERTIFIED FINANCIAL PLANNER® certification
  • Active Licenses: Series 65

Fun Facts

  • Passionate about food – always looking for the next great Bay Area restaurant.
  • Loves to compete – played water polo growing up and captained the Cal men’s club team.
  • Challenge-driven – faced his fear of heights by skydiving (and didn't cry once).
  • Devoted Warriors fan – loves attending games (but misses Oracle Arena).

Daniella Tagliavia

Associate, Client Service

Daniella is a Client Service Associate at Composition Wealth and works closely with the advisory teams to give clients the best customer service experience.

Before joining Composition Wealth, Daniella worked as a permanent substitute teacher where she communicated closely with students and staff creating a fun and engaging atmosphere within the classroom. Along with that, Daniella has her own Etsy shop where she sells reading journals and communicates with her customers on a daily basis.

Daniella received her bachelor's degree in mathematics from St. Joseph’s University. In her downtime, Daniella enjoys hanging out with her family and friends, playing tennis, and reading a good book.

Fun Facts:

  • Her ideal day is going to the beach with a good book
  • Loves eating/trying new foods (is literally a bottomless pit sometimes)
  • She played tennis all through high school and still plays once in a while

Darren Stauffer

Manager, Operations

Darren is an Operations Manager at Composition Wealth, responsible for overseeing the operations of our Baltimore office. He manages the timing and delivery of financial plans and reports for clients. Working closely with Mitch Caplan, he ensures that our clients receive the highest level of personal service.

Prior to joining Composition Wealth, Darren spent 27 years working in client service and operational roles for Caplan Financial Group, LLC. As a result of his longevity with the firm, he has gained extensive experience in all operational facets of a high-touch, personalized financial planning firm. He was instrumental in taking the firm from a one-line telephone system with no computer to the technologically advanced operation it is today.

Darren has earned and maintained the Chartered Financial Consultant (ChFC®) designation since 2009. He served four years with Youth With a Mission as the executive assistant to the CEO. Darren has been active in his church for many years, serving on the church board and teaching classes. He and his wife, Pam, are licensed foster parents, providing respite and emergency care for children in need.

Fun Facts:

  • Darren, Pam, and their three adult children have all sung together in public. They have one granddaughter and more on the way!
  • Been on multiple mission trips to Mexico, Guatemala, and Ecuador
  • Enjoys driving and taking care of his classic truck

David Bleeck, CPA

Director, Senior Wealth Advisor

David is a Director at Composition Wealth and provides investment advice to his business management clients through the firm. He has over 15 years of professional experience in the financial services industry advising high net worth clients on a variety of financial planning, investment, and tax-related issues. He is also a CPA and Partner with Goodfriend & Jacobs, a boutique family office, business management, and CPA firm located in Santa Monica.

Prior to joining Composition Wealth, David was a senior manager at an international entertainment business management firm servicing clients in the music, film, tv, and new media content industries. He started his career at a Los Angeles-based CPA firm in the audit and assurance department, spending several years completing financial statement audits and reviews of mid-size, privately held businesses in various industries and in the non-profit sector.

David holds a bachelor’s degree in accounting from San Diego State University and a Master’s degree in Taxation from California State University Northridge.

  • Is a Certified Public Accountant
  • Is a member of both the American Institute of Certified Public Accountants and the California Society of CPAs
  • Active Licenses: Series 65

Fun Facts:

  • Served in Bolivia as a Micro-Enterprise Development volunteer for the United States Peace Corps
  • Was a foreign exchange student in Argentina during his senior year of high school
  • Is an active member of the SDSU Aztec Mentor Program

Denise Waid

Managing Director, Marketing

Denise is the managing Director of Marketing at Composition Wealth and supports the firm’s growth strategies by providing a full spectrum of marketing services – including brand oversight and lead generation campaign creation and implementation. She provides leadership in managing both the internal team and external resources, inspiring teamwork and efficient execution.

Prior to joining Composition Wealth, Denise held creative and management positions for several advertising agencies throughout her career, most recently as the EVP/Creative Director and Partner of a mid-sized Austin firm for more than a decade.

Denise focuses her personal life around her family: her husband who is an award-winning Creative Director in the ad biz, and two beautiful children, Teal and Coby. Denise loves working with glass–both sandblasting and lampwork as well as fostering shelter pets and volunteering at the Austin Zoo, a sanctuary for exotic rescues.

Fun Facts:

  • Born and raised in San Antonio, she is an avid Spurs fan
  • Has fostered over 40 kittens and puppies
  • Lifelong dream is learning to blow glass

Desiree Vigil

Senior Associate, Client Service

Desiree is a Senior Client Service Associate with Composition Wealth, joining the team in 2021. She works closely with advisory teams to enhance the overall client experience.

Prior to joining Composition Wealth, Desiree worked as a manager and trainer for 8 years at a large virtual receptionist company where she discovered her passion for training fellow employees on processes and providing clients with exceptional service.

Desiree received her bachelor’s degree in Family and Consumer Sciences – Family Studies from California State University, Sacramento, and minored in Spanish. She and her husband live in Boise, ID with their 2 cats and enjoy reading, hiking, and trying new restaurants and coffee shops.

Fun Facts:

  • Has over 300 Lego sets
  • Enjoys spicy food and has yet to find a spicy dish she can't handle
  • Is an avid San Francisco Giants fan and has a goal of visiting every MLB stadium

Dominic Salvatierra

Associate, Client Service

Dominic is a Client Service Associate at Composition Wealth, where he works on the operations and client onboarding team.

Before joining Composition Wealth, Dominic worked as a financial analyst for a manufacturing company, where he provided customer service and financial analysis.

He graduated from Sonoma State University with a bachelor’s degree in Finance. In his free time, Dominic enjoys playing rugby, hanging out with his husky, and going on hikes.

Fun Facts:

  • German citizen
  • Die-hard bay area sports fan

Edwin Calva

Associate, Client Service

Edwin is a Client Service Associate at Composition Wealth and collaborates with the advisory teams to elevate and support the overall client experience and needs.

Prior to joining Composition Wealth, Edwin served as an Accounts Receivables Specialist with a company that acquired 20 firms in a year, where he managed financial transactions and ensured accurate receivables processing. Following that, he participated in the FADP Merrill Lynch program and transitioned into a role as a Loan Manager, overseeing various aspects of loan management. He was also a Credit Fraud Analyst at City National Bank, where he detected and prevented fraudulent activities for the benefit of their clients.

Edwin received his bachelor’s degree from the University of California, Santa Barbara, earning a degree in Sociology with a focus on Technology Management and Economics. Before this, he attended Community College, obtaining five Associates, including Business Administration, Business Technology, and Math + Science. It was during his time in City College that he developed a keen interest in finance.

Fun Facts:

  • Grew up horseback riding
  • Throughout his life, he has played over 5 instruments - now only knowing 1
  • Loves cooking new recipes and can spend hours in the kitchen without realizing

Eli Saldamando

Analyst, Research

Eli is an M&A Analyst at Composition Wealth, supporting our inorganic and organic growth strategies.

Prior to joining Composition Wealth, Eli was an analyst at PIMCO. He also worked at IEQ Capital in LA as an associate on their client-facing team.

Eli received his bachelor’s degree in Economics & Accounting from UC Santa Barbara.

Fun Facts:

  • Growing up his family has always had a beagle (and still do)
  • Huge fan of breakfast burritos!
  • He likes to head to the beach or go off-roading on the weekends

Elizabeth Brittain

Associate, Operations

Elizabeth is an Operations Associate at Composition Wealth and works with the rest of the operations team to ensure a seamless experience for clients and advisors.

Prior to joining Composition Wealth, Liz worked in the investment management industry in a variety of roles, most recently focused on operational design and creation of new client accounts and pooled vehicles.

Liz received her bachelor’s degree from the University of California, Berkeley. In 2021, she and her husband moved to a small town in beautiful Door County, Wisconsin (from NYC!) and enjoys being part of a tight-knit community: Friday fish fries, brats, local brew pubs and distilleries, free summer concerts, hiking and, of course, the Packers.

Fun Facts:

  • Born and raised in CA, Liz has lived in a variety of places – including Oregon, Washington DC, New York City, Tasmania, and the Netherlands
  • As part of a global community of so-called “perfumistas”, she owns over 100 fragrances and has attended Sniffapalooza in NYC
  • There’s always at least one cat in the household, usually more

Emil Georgiev

Senior Associate, Portfolio Strategist

Emil is a Trader at Composition Wealth and works closely with the advisors at the firm to provide trading support for clients.

Prior to joining Composition Wealth, Emil worked at an RIA as an investment advisor where he helped maintain client relationships, oversee investment activity, and rebalance portfolios.

Emil received his bachelor’s degree from Cal Poly San Luis Obispo, earning a major in Business Administration with a concentration in Financial Management. He also completed internships in the fields of portfolio management and trading. Outside of work, he enjoys basketball, skateboarding, and art.

  • CFA™ level 1 exam passed

Fun Facts:

  • Was born in Bulgaria and is fluent
  • Knows how to drive a manual car
  • Loves to travel but gets airsick every time

Erich Jochimsen

Associate, Wealth Planner

Erich is a Wealth Planning Associate who assists the Financial Planning department in building financial planning models and scenarios to create a holistic view of a client’s financial future. He started his professional career working with a small RIA with roots in Marin and Sonoma County that specializes in serving high-net-worth clients with ties to the wine industry.

Erich graduated from the University of Georgia with a bachelor’s degree in financial planning. He held executive positions on the leadership board of the Alpha Kappa Psi business fraternity. Before beginning his higher education journey, Erich served in the Army as a paratrooper, and his role in the platoon was that of an anti-tank/machine gunner. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and considers himself a lifetime learner.

In his free time, Erich enjoys hiking, trying new types of food, and being outdoors as much as possible.

Fun Facts:

  • Spent a semester in college as the mascot
  • Has visited 14 different countries
  • Has a cat named Toothless

Gerard V. Tamparong, CFA®, CFP®

Managing Director, Senior Wealth Advisor

Gerard is a Managing Director at Composition Wealth and has more than 20 years of experience in institutional investment management. He heads the client service of the firm’s institutional investment group.

Prior to joining Composition Wealth, Gerard was Senior Vice President and senior portfolio manager in the asset allocation management group at Payden & Rygel, where he made investment decisions for pension plans, foundations, endowments, Native American Indian tribes, non-profit organizations, schools, and union portfolios.

Gerard received his bachelor’s degree in Biology from Loyola Marymount University. Gerard holds the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations. Additionally, he holds 66 securities licenses. Gerard is a member of the CFA Institute and the CFA Society of Los Angeles. He is also a member of the board of directors of the Inland Empire United Way and an active member of Rotary International, is the Treasurer of the Arcadia Rotary Club.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Holds the Chartered Financial Analyst® (CFA®) designation

Fun Facts:

  • First appeared on CNBC with his college friends and their investment club
  • Won the LA County Net Amateur golf tournament in 2014
  • Wrote code for his first investment job, testing for Y2K compliance

Gino Valente

Associate, Portfolio Strategist

Gino is an Investment Analyst at Composition Wealth and aids in the analysis of portfolio performances, maintaining data processes, and prospective client proposals.

Prior to joining Composition Wealth, Gino worked as an Investment Services Associate at Karp Capital Management and a Market Analyst at REPS & Co.

Gino received his bachelor's degree in International Economics from the University of California, San Diego. Outside of the classroom, Gino enjoys giving back to the community and volunteering at San Diego Habitat for Humanity.

Fun Facts:

  • Studied German for two years and plans to become fluent
  • Loves tennis, cycling, and riding his dirt bike
  • Has completed the 75 Hard Challenge

Grace Paulson

Analyst, Integrations

Grace is an Integrations Analyst at Composition, where she streamlines the onboarding of new teams and processes into the firm’s evolving operational framework. By leveraging her expertise in analytics, relationship management, and strategic planning, she ensures a seamless transition as we welcome new partners to the firm.

Prior to joining Composition, Grace served as an Institutional Sales Analyst at Russell Investments, where she drove business growth on their Go-To-Market team. Specializing in Outsourced Chief Investment Officer (OCIO) sales, her contributions focused on optimizing sales strategy and strengthening client relationships.

Grace received her Bachelor of Business Administration degree with a concentration in Finance from the University of Washington’s Michael G. Foster School of Business. In her free time, Grace enjoys skiing, hiking, and spending quality time with friends and family.

Active Licenses and Certifications:

  • Series 7
  • Series 63
  • CFA Level 2 Candidate

Fun facts:

  • She woke up at 2am to climb Half Dome at Yosemite National Park.
  • She’s an avid skier and enjoys touring in the backcountry.
  • She holds a record at the Washington State Fair for the longest Mutton Bustin' ride.

Grant Johnstone, JD, CFP®, CDFA®

Managing Director, Senior Wealth Advisor

Grant is a Managing Director at Composition Wealth and provides financial planning and investment allocation services to his clients. He has over 25 years of experience as a Financial Advisor specializing in the investment and planning needs of high net worth clients.

Prior to joining Composition Wealth, Grant was the CEO and founder of Johnstone Financial Advisors. Concurrently, Grant is the CEO and founder of Johnstone Brokerage Services, a FINRA member firm that provides continuity of service for legacy annuity products.

Grant earned his law degree and bachelor’s of business administration degree in Economics from Baylor University in Waco, Texas. Has obtained CERTIFIED FINANCIAL PLANNER® certification and holds Certified Divorce Financial Analyst (CDFA® ) designations.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Holds a Certified Divorce Financial Analyst (CDFA®) designation

Fun Facts:

  • Has 2 pet ducks that he has raised with his kids in his backyard
  • Is a farmer-in-training on a historic family farm (est.1893) in Center, Texas
  • Enjoys restoring vintage pinball machines and composing electronic music

Jackson Greer

Associate, Client Service

As a Client Service Associate at Composition Wealth, Jackson Greer maintains the engine that drives our client outreach, assisting his team members in delivering exceptional service, all while keeping up with our clients’ busy lives. He manages scheduling and client inquiries; or, as he likes to say, he “makes sure everyone gets to the right time and place.”

Jackson began his career in wealth management in 2022, having worked with students in Special Education and in operations and event production in the tech industry before joining us. He was a member of Vinoble Group, a financial consultancy based in the Pacific Northwest that merged with Composition Wealth in March 2025.

Jackson earned a B.A. in History from Marquette University.

Fun Facts:

  • No stranger to a road trip, Jackson has visited all 50 states – and 48 of them twice!
  • Having grown up in Salinas, CA, the San Francisco Giants are Jackson’s baseball team of choice, but his passion for the sport extends beyond mere spectatorship. A fount of baseball knowledge, both present and past, he does statistical research on historical baseball stats and has created a database by which players of different eras can be evaluated against one another.
  • Jackson is a true movie buff. He makes full use of his SIFF cinema membership, is always adding to his DVD collection, and often recommends films for his fellow Composition Wealth team mates to enjoy.

Jacob Kendall

Associate, Integrations

Jacob is an Integrations Associate at Composition Wealth, where he assists with onboarding new teams, as well as data transfer and analysis.

Prior to joining Composition, Jacob graduated from the University of Denver with a B.A. in Emergent Digital Practices and a minor in entrepreneurship, where he also played hockey. He recently spent two summers as an intern for the Daily Faceoff and worked twice at the NHL Draft.

Jacob was born and raised in downtown Chicago and is an avid fan of the Blackhawks, Bears, and Cubs.

Fun Facts

  • Watched his hometown Chicago Blackhawks win the Stanley Cup in person—twice.
  • Enjoys reading books about famous business icons and entrepreneurs.
  • Has played hockey since the age of five.

Jake Hungarter

Business Development Officer

As Business Development Officer at Composition Wealth, Jake collaborates closely with our wealth advisory teams in Los Angeles and a network of trusted professionals—including CPAs, attorneys, investment bankers, and business managers—to deliver a bespoke, team-based experience for clients at every stage of their financial journey.

Before joining Composition, Jake built a successful financial advisory practice with a Fortune 500 firm, where he served as a personal CFO and trusted partner to his clients. Earlier in his career, he led business development and marketing teams for fast-growing startups in the tech, healthcare, and pharmaceutical industries.

Jake earned his MBA from Fordham University Gabelli School of Business in New York City and his bachelor’s degree from DeSales University, where he also played men’s basketball.

Fun Facts

  • Once upon a time could dunk a basketball.
  • Still searching for a movie funnier than Step Brothers.
  • Fostered six dogs before adopting his boxer mix, Maisie.

Jamie KH

Senior Associate, Account Manager - Group Benefits

Jamie KH is a Senior Account Manager with our Group Benefits team, providing support to our workplace clients with their group health, dental, vision, disability, and life insurance plans. She manages plan setup and enrollment and provides ongoing support to business owners, HR professionals, and staff, ensuring that they have clarity and trust in their benefits and that their coverage continues to meet their needs.

With a diverse professional background in website development, public relations, medical services, and hospitality, there is hardly a problem that Jamie cannot solve. She began her career in the Group Benefits industry in 2019 and joined our team when Vinoble Group, a financial consultancy based in the Pacific Northwest, merged with Composition Wealth in March 2025.

Jamie is active in the Annie Wright Schools Parents’ Association and Rainier Scholars – Tacoma, an organization that cultivates students’ academic and leadership potential to increase college graduation rates and empower new generations of leaders.

Jamie studied Nutrition at the University of Nevada, Reno, and Website Design and Development at Seattle Central Community College. She is Life and Health insurance licensed in Washington state.

Fun Facts:

  • Jamie is known around the office for her prowess with baking, crafting, and building. She impresses us with all her creations!
  • Jamie’s name can be found on the surface of Mars – twice! It’s written on a microchip on two different rovers.
  • Never one to rest on her laurels, Jamie loves to learn new skills; in fact, she’s currently taking online Computer Science classes.

Jave Ragan, CPA, CFP®

Managing Director, Senior Wealth Advisor

Jave Ragan is a Senior Wealth Advisor at Composition Wealth, bringing more than 25 years of experience guiding high-net-worth and ultra-high-net-worth individuals and families through the complexities of wealth management. He works closely with clients to design comprehensive financial plans that integrate investment management, estate planning, tax strategies, and philanthropy, helping them align their financial decisions with their values and long-term goals.

Prior to joining Composition Wealth, Jave served as a Senior Wealth Advisor at Bordeaux Wealth Advisors and spent nine years as a Senior Wealth Planning Strategist at Wells Fargo Private Bank, where he partnered with clients on estate planning, business succession, and family meetings to foster intergenerational wealth transfer. His earlier career includes leadership roles as a Relationship Manager at Greene Wealth Management and as a Senior Project Manager at The Rainier Group, advising privately held businesses on advanced estate and investment planning strategies.

Jave earned a bachelor's degree in accounting from Washington State University. Has obtained CERTIFIED FINANCIAL PLANNER® certification and holds a Certified Public Accountant (CPA) designation.

Outside of work, Jave enjoys exploring the Pacific Northwest, spending time with his family, and staying active in his local community.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Holds the Certified Public Accountant (CPA) designation

Fun Facts

  • Has been Heli skiing in Canada three times.
  • Coached youth baseball and soccer for 8 years.
  • Enjoys riding motorcycles both on- and off-road.

Jay Rudwall

Director, Growth & Advisor Development

Jay Rudwall is the Director of Growth & Advisor Development at Composition Wealth, where he plays a key role in shaping the firm’s approach to organic growth, advisor development, and client experience. Based in our Seattle office, Jay partners across teams to build repeatable growth strategies, support advisor success, and ensure a consistent, high-quality standard of care for clients throughout their financial journey.

Prior to joining Composition, Jay led finance and strategy at Syndio, a Seattle-based tech start-up. Before that, he spent over three years at Brighton Jones, a $10B+ RIA, where he was instrumental in developing the firm’s business development team and systems. His work there helped establish a scalable growth engine and advisor training structure that continues to support the firm’s expansion. He earned a Bachelor of Science in Finance and an MBA in General Management from Tennessee Technological University, where he was a four-year letterman, football team captain, and student-athlete leader.

Jay is passionate about creating thoughtful, intentional processes that drive both client impact and team empowerment. In his current role, he’s focused on enhancing the advisor experience and strengthening the pathways that help prospects confidently become clients.

His fun facts:

  1. Dual-Citizen (and soon to be citizen of a third country).
  2. Many years ago, was a college athlete and captain of the Tennessee Tech Football Team.
  3. Enjoys cooking, traveling, staying active, a good new book, and concerts — especially seeing Mt. Joy.


Jeanne Berger

Associate, Client Service

Jeanne is a Client Service Associate with Composition Wealth, joining with Team Offit of Columbia, Maryland in October 2024. Developing relationships with our clients is a focus that brings a great feeling of accomplishment.

With 8 years of experience with the Offit Team, Jeanne previously owned and operated Early Childhood Learning Centers where she found gratification in providing quality childcare and early education to families, and mentoring to the teachers and staff..

With a bachelor’s degree in Early Childhood Leadership in Administration from Stevenson University, she continues to mentor teachers and staff from her former childcare centers. Spends as much time as possible with her four granddaughters, Mallory, Nadia, Makenzie, and Elliott, and her Maine Coone cat, Jake.

Fun facts:

  • Favorite game – Mah Jongg
  • High score in Duckpin Bowling – 196
  • Favorite Teams – Orioles and Ravens

Jeff Alpert, JD

Partner, Senior Wealth Advisor

Jeff is a Managing Director and Partner at Composition Wealth and works closely with clients to design and implement customized financial plans and family office solutions based on their unique needs. Jeff leads the reinsurance practice at the firm, which includes supporting hundreds of automotive and RV dealers nationwide.

Prior to joining Composition Wealth, Jeff was a corporate attorney for a national law firm.

Jeff received his bachelor’s degree from the University of California, Los Angeles, and his law degree from Duke University. He sits on the Board of Directors of American Dawn, Inc., in addition to advising the Board of Pray.com. In his free time, Jeff officiates collegiate lacrosse and volunteers on the UCLA Alumni Scholars Board.

Fun Facts:

  • Jeff was a former competitive eater and made his national TV debut on The Wheel of Fortune

Jeffrey Jacobs, CPA

Managing Director, Senior Wealth Advisor

Jeff is a Managing Partner at Composition Wealth and provides investment advice to his business management clients through the firm. Jeff has over 25 years of professional experience in the financial services industry advising high net worth clients on a variety of financial planning, investment, and tax related issues. He is also a CPA and principal with Goodfriend & Jacobs, a boutique business management CPA firm in Santa Monica.

Prior to founding Goodfriend & Jacobs, Jeff was the principal owner and founder of Jacobs Management Group, Inc. and prior to that the tax manager at International Business Management, Inc., both companies servicing the financial, tax, and investment needs of high net-worth clients in the entertainment industry.

Jeff earned his bachelor’s degree in Accounting from Case Western Reserve University in Cleveland, Ohio. He is a Certified Public Accountant and member of the California Society of CPA’s.

  • Active Licenses: Series 65

Fun Facts:

  • Loves playing and writing music
  • Originally went to college to become an electrical engineer and to design musical instruments
  • Enjoys swimming, reading, and a competitive game of billiards

Jennifer McCall, CFP®

Director, Wealth Advisor

As a Wealth Advisor, Jennifer is passionate about helping individuals and families build financial confidence through personalized guidance and education. She takes time to get to know her clients, their goals, values, and what matters most, so she can design tailored planning strategies that support their immediate needs and long-term aspirations. Jennifer believes financial planning doesn’t have to feel overwhelming and enjoys breaking down complex concepts into clear, easy-to-understand terms. Whether preparing for retirement, managing investments, supporting charitable giving, or navigating major life changes, her goal is always to empower clients to make informed decisions and feel secure about their financial future.

Before joining Composition Wealth, Jennifer served as Vice President, Regional Financial Consultant at a national financial firm, working with clients across the Pacific Northwest and Alaska. She also served as Vice President, Financial Consultant at Fidelity and Charles Schwab.

Jennifer earned her bachelor’s degree in education from Cal Poly Humboldt and holds the CERTIFIED FINANCIAL PLANNER® designation. She has also held Securities Licenses – Series 7, 63, and 66.

Outside of work, Jennifer enjoys hiking, practicing yoga, traveling to destinations off the beaten path, and volunteering with animal rescue organizations.

Fun Facts:

  • Certified to scuba dive at age 13.
  • Has visited gorillas and chimpanzees in Rwanda, orangutans in Sumatra, and the Big Four in Zambia—she’s still on the lookout for a rhino.
  • Would love to live in Alaska and spend her days watching moose wander.

Jessie Lorrimer

Senior Associate, Client Service

Jessie is a Senior Client Service Associate and works closely with advisory teams to provide a holistic and personalized client experience.

Before joining Composition Wealth, Jessie was a Client Service Associate at the Whittier Trust Company, where she provided comprehensive family office and investment management services and advisory support for ultra-high net worth families and individuals. She was also a Wealth Management Associate at Bessemer Trust, where she was responsible for tracking new business, onboarding new relationships, and planning regional client events.

Jessie earned her bachelor’s degree in international relations from Boston University with a minor in art history. Jessie is passionate about travelling, history, and reading. She also volunteers as a reading tutor for elementary school students in the Los Angeles County area.

Fun facts:

  • She is very much an adrenaline junkie. She has done cliff jumping, skydiving, ziplining, rock climbing, and river rafting. She will try anything adventurous, especially if it is outdoors.
  • Has lived in both London and Madrid.
  • Reads about ten books a month.

John Caffrey, CFP®

Partner, Senior Wealth Advisor

John is a Managing Partner at Composition Wealth and has over 37 years of experience in the financial services industry. He has dedicated his career to furnishing a full range of financial services, products and strategies. Thorough and innovative, John has helped hundreds of professionals, institutions, high net worth individuals and business owners realize financial independence.

Prior to joining Composition Wealth as a Managing Director, John was the owner of Castle Asset Management, LLC, an independent, SEC-regulated investment advisory firm. In addition to working directly with some of the firm’s key clients in the advanced planning area, he oversees the New York office for the firm.

John is a graduate, Cum Laude, from the State University of New York Oswego with a Bachelor of Science Degree in Accounting and a Minor in Economics. Has obtained CERTIFIED FINANCIAL PLANNER® certification. He received his designation through the College of Financial Planning in Denver, Colorado, in July of 1988. John is a member of the Financial Planning Association.

John was one of the Founders and sat as the vice-chairman of Empire National Bank. He also works closely with and supports Angela’s House. Angela’s House assists families caring for medically frail children. He currently lives in Hauppauge, NY, with his wife Laura, his sons Ryan and Tyler, and daughter Victoria.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Is a member of the Financial Planning Association

Fun Facts:

  • Loves to be outdoors in the Adirondacks
  • Has competed in triathlons since 1992 and finished 13 Ironman distance races
  • His earliest childhood memory is being in the bleachers on bat day at Yankee Stadium

John Pozniak III

Senior Associate, Client Service

John is a Client Service Manager at Composition Wealth and is responsible for managing the day-to-day communication and workflow for our domestic and international clientele. Once a client’s financial plan has been constructed, he takes charge of completing the action items necessary to implement the plan.

Prior to joining Composition Wealth, John was a Client Service Manager at Caplan Financial Group (CFG), which was acquired by Composition Wealth. Before that, he was a manager at Qbit PC, an online computer electronics company. As manager of Qbit’s customer care division, he was responsible for post-sale customer service for all corporate and individual clients.

John graduated cum laude with a Bachelor of Psychology degree from Salisbury University. He is the Treasurer of The Matt Trone Foundation, a non-profit charity he helped create after his best friend suddenly passed away. He is also a member of Team Mattitude, which has been one of the Top Community fundraising teams for the Maryland Heart Walk for the past 6 years.

Fun Facts:

  • He and his wife Teri love to volunteer at their local animal shelter, BARCS, and play foster parents to rescue dogs in search of their "fur"ever home. Recently "foster failed" on their 20th foster and adopted their current "dogter", Lily Rose
  • Love to travel and feel that the best way to experience a new country and its people is by eating its food!
  • Born in Keflavik, Iceland and spent some time in Adak, AK, and Winter Harbor, ME, before his family finally settled down in the Fort Meade, MD area

Kaitlyn Mahoney

Associate, Client Service

Kaitlyn is a Client Service Associate at Composition Wealth and works to ensure seamless communication and support between clients and advisors by addressing their inquiries and facilitating transactions with precision and care. She works in support of Composition Wealth’s mission to empower clients to reach their financial goals.

Prior to joining Composition Wealth, Kaitlyn worked as a Customer Success Manager for a Healthcare firm. She also has previous experience in the financial world, working with advisors and clients to reach financial freedom and gain financial literacy.

Kaitlyn holds a Bachelor of Arts degree from San Francisco State University. She is very active in the health and fitness community and enjoys spending time volunteering at numerous non-profits.

Fun Facts:

  • Has a strong passion for living a healthy, active lifestyle… we are talking gym-before-work type of person
  • Spends her free time cooking and baking for friends and family (She also brings her treats into the office occasionally 😉)
  • She has a two-year-old King Charles Cavalier, as per the photo, he is simply the best!

Katie LaPlante

Senior Associate, Compliance Officer

Katie is the Senior Compliance Officer at Composition Wealth and has over 15 years of professional experience in the financial services industry. Katie is responsible for overseeing the ongoing operations and procedures for her advisory team. She leads the administrative team to ensure that the team has the proper operational controls, administrative procedures, and people systems in place to effectively support our advisors and their clients.

Prior to joining Composition Wealth, Katie was the Managing Principal and Chief Operations Officer of Johnstone Financial Advisors, an RIA located in Lake Oswego, OR.

Katie earned her bachelor’s degree in Criminology and Criminal Justice from Portland State University. Katie enjoys spending her free time with family and friends, reading, hiking, jogging, and, whenever possible, escaping on a road trip to the beautiful Oregon Coast.

  • Licenses previously maintained (not active): Series 7, 26 and 63

Fun Facts:

  • Could beat anyone in F.R.I.E.N.D.S. trivia
  • Has completed the Hood to Coast relay 3 times
  • Is a Christmas season fanatic

Kim Chiok

Associate, Client Service

Kim is a Client Service Associate with Composition Wealth and joined the team in 2025. She works closely with advisory teams to enhance the overall client experience.

Prior to joining Composition Wealth, Kim worked as a commercial lending associate at Washington Community Reinvestment Association.

Kim received her bachelor’s degree in English Literature from Florida State University, where she also minored in International Affairs. She lives in Seattle, WA, with her pup, Junie, and enjoys reading, trying new hobbies, and spending time outdoors.

Fun Facts:

  • Crocheted a sweater for her dog.
  • Transitional seasons are her favorite times of the year.
  • Was a Peace Corps volunteer in Paraguay.

Kyle L. Breslow, CPA

Managing Director, Senior Wealth Advisor

Kyle L. Breslow is a Director and Senior Wealth Advisor at Composition Wealth, where he delivers comprehensive investment advice and financial planning solutions to business management clients through the firm. He is also a Partner at Goodfriend Jacobs Bleeck & Breslow LLP, a boutique family office, business management, and CPA practice based in Santa Monica. In his dual roles, Kyle provides integrated financial guidance spanning wealth advisory, tax strategy, and long-term planning for high-net-worth individuals, entrepreneurs, and entertainment industry professionals.

Kyle has more than a decade of experience in the financial services industry, advising clients on a wide range of investment, tax, and financial planning matters. His multidisciplinary background allows him to bridge sophisticated portfolio management with nuanced business and personal financial decision-making. Prior to joining GJBB, Kyle began his career serving high-net-worth clients in both tax and advisory capacities, developing a deep expertise in holistic wealth management.

Kyle is a Certified Public Accountant and holds a bachelor’s degree in accounting from California Polytechnic State University, San Luis Obispo. He is a member of the American Institute of Certified Public Accountants and the California Society of CPAs.

Fun Facts

  • Is the son of an immigrant mother from Casablanca, Morocco.
  • Has traveled there to connect with family and explore his Jewish heritage.
  • Is an avid race car driver who competes in the SVRA club racing series in his 1967 Alfa Romeo GTV.


Langley Thomas

Associate, Trader

Langley is a Trader at Composition Wealth and works with the trading and investment teams along with many of the firm’s advisors to execute trades for the firm’s clients. He also implements investment strategies for their portfolios and handles portfolio rebalancing.

Prior to joining Composition Wealth, Langley worked as an Associate at Lenox Advisors and as an Analyst at The Kairos Companies in the wealth management and private equity industries, respectively. He also has experience in talent management and stock market research through prior roles and internships.

Langley received his Bachelor’s degree from the University of Pennsylvania.

  • Active Licenses: Series 66

Fun Facts:

  • Played cornerback in football for nearly a decade including on UPenn's Sprint Football team, which is a lightweight league for schools in the Northeast
  • Recently fed an ostrich at an ostrich farm in Solvang, CA
  • His girlfriend is an identical twin and he occasionally gets them confused

Laura Sendldorfer, ChFC®, CIC®

Director, Wealth Advisor

Laura is a Wealth Advisor at Composition Wealth, bringing a wealth of expertise and a passion for helping clients achieve financial peace and freedom. Originally from Germany, Laura’s diverse background enriches her approach to wealth management. Since starting her career in financial services in 2017, she has specialized in guiding entrepreneurs, real estate investors, and families through money management, investments, and insurance planning.

Before joining Composition Wealth, Laura began her career as an insurance specialist, laying the foundation for her transition into wealth advisory. Her ability to tailor strategies to her clients' unique needs and long-term goals has made her a trusted partner for those seeking financial success.

In addition to her professional role, Laura serves as the Chairman of the Financial Planning Association of Maryland, demonstrating her leadership within the financial planning community. Her commitment to professionalism, transparency, and client-centered service ensures that each individual or family she works with receives expert guidance and peace of mind as they navigate their financial journey.

  • Holds the Chartered Financial Consultant® (ChFC®) designation
  • Holds the Certified Insurance Counselor® (CIC®) designation
  • Active License: Series 65

Fun Facts:

  • Loves to travel and explore new cultures
  • Indulges in culinary experiences

Lawrence Goodfriend, CPA

Managing Director, Senior Wealth Advisor

Lawrence is a Managing Director at Composition Wealth and provides investment advice to his business management clients through the firm. Lawrence has over 20 years of professional experience in the financial services industry, advising high net worth clients on a variety of financial planning, investment, and tax-related issues. He is also a CPA and principal with Goodfriend & Jacobs, a boutique business management CPA firm in Santa Monica.

Prior to founding Goodfriend & Jacobs, Lawrence was a principal at Goodfriend & Associates, CPAs (which he merged into Goodfriend & Jacobs). Lawrence started his career at a large CPA firm specializing in real estate.

Lawrence earned his Bachelor’s degree in Accounting from San Diego State University. He is a Certified Public Accountant and a member of the California Society of CPA’s.

  • Is a Certified Public Accountant (CPA)
  • Active Licenses: Series 65

Fun Facts:

  • Splits his time between Los Angeles and Rhode Island, and enjoys the beaches in both places
  • Is a proud husband and father of four
  • Completed undergrad with a Minor in Japanese and subsequently lived in Japan for a year

Lee Henley

Senior Associate, Client Service - Retirement

Lee is a Director of Retirement Operations at Composition Wealth and works closely with business owners regarding 401(k) and 403b retirement plan design options and ongoing ERISA compliance matters. She also works closely with retirement plan investment providers, third-party administration firms, and plan participants.

She has been in the financial services & securities business for over 35 years. Lee began her career at Fidelity Investments and was instrumental in establishing and managing one of Fidelity’s first retail investment centers in San Francisco.

Lee is a member of the National Association of Plan Advisors (NAPA), Western Pension & Benefits Council, holds a California Real Estate License, and a Cash Balance Consultant Certificate. (Series 6, 7, 24 & 63 Securities licenses previously held).

  • Holds a California Real Estate License
  • Holds Cash Balance Consultant Certificate

Fun Facts:

  • Was in her high school band with the hard hat guy from the Village People.
  • Owned and rode horses growing up.
  • Enjoys taking care of other people’s dogs when they travel and is an avid SF Giants fan.

Leone Kadam

Associate, Financial Planning

Working closely with our Wealth Advisors, Leone Kadam builds the financial plans that serve as the roadmap for our clients to achieve their goals. She collects and organizes all the details of their financial lives and distills complex information, so that we can create a comprehensive and customized plan that feels relevant, personal, and achievable. Leone believes that every financial plan is a dynamic reflection of each client’s priorities and passions. No detail is too small; no dream is too big.

Leone began her career in financial planning in 2023 and joined our team when Vinoble Group, a financial consultancy based in the Pacific Northwest, merged with Composition Wealth in March 2025.

Leone earned a B.B.A. degree in Business Administration, Marketing, and Finance from the University of Washington.

She is Life, Disability, and Variable Annuity licensed in WA, TX, NJ, AZ, and IL.
She is Long-Term Care and Fixed Annuity licensed in WA, TX, NJ, and IL.

Fun Facts:

  • As a child, Leone played piano competitively.
  • In her student days, Leone kept busy; she participated in nine internships in a wide array of fields, like marketing, education, banking, and graphic design.
  • Leone is an artist and entrepreneur; she is the co-founder of two small businesses, an online merchandiser and an indie game studio, which both showcase independent artists.

M. Katherine (Katie) Pieper

Partner, Senior Wealth Advisor

Katie is a Partner and Senior Wealth Advisor at Composition Wealth, with almost 40 years of experience in financial services. Katie’s career brought her from the capital markets on Wall Street to the Pacific Northwest in 1989, where after 20 years, she and her business partner broke away from a major brokerage firm to form Unionview Wealth Partners (formerly Unionview Investment Group) in 2009. Katie served as Managing Partner and Financial Advisor at Unionview.

For the last 25 years, as an advisor, Katie’s passion has been working with multi-generation families to realize the goals for their lives and subsequent generations. Incorporating retirement, estate and tax planning along with college savings and charitable giving into financial plans and seeing those plans come to fruition is what she finds truly rewarding.

Katie received her Master’s in Finance from Seattle University in 1994 and her BA in Political Science from the University of Tennessee a long time ago. In her free time, she enjoys skiing, cycling, yoga, traveling with her husband and two daughters, and spending time with her extended bi-coastal family and friends.

Fun Facts:

  • Has lived in 7 states and visited 49…only an Alaskan adventure remains
  • Has 54 first cousins
  • Listens to about 20 podcasts a week

Mara Dean

Associate, Operations

Mara is an Operations Specialist at Composition Wealth, where she supports the firm’s operational infrastructure through process optimization, data management, and platform coordination across custodial and reporting systems.

Prior to joining Composition, Mara led operations at an AI and IT startup, managing internal functions across finance, data systems, marketing, and client relationships. She also brings experience in software company acquisitions, deal evaluations, and portfolio company management through her work with Palm Ridge Capital and Gaudium Capital. Her background spans both investment-backed startup operations and acquisition-focused analytical work.

Mara holds a bachelor’s degree in finance from Seattle University's Albers School of Business and Economics.

Fun Facts

  • Completely obsessed with dogs—when she’s not at the park with hers, she’s probably painting pet portraits.
  • A big fan of rock climbing and bouldering, and is currently working her way up to V6.
  • Her favorite place on earth is Costco.

Marie-Capucine Bignolas

Executive Office Administrator

Marie-Capucine (Marie) is the Executive Office Administrator and has a close collaboration with each department of the firm. She strives to provide the most impeccable service possible to the whole family, including clients and everyone behind her desk, from advisors to interns, while cultivating valuable relationships with custodians and vendors.

Prior to joining Composition Wealth, Marie studied literature and sociology back home in France. Since her arrival to the United States, she has taught Middle-school French, and slung shots for an artisanal coffee roaster on the East Coast before becoming a medical interpreter here in Los Angeles. A life-long student & volunteer, trotting in a straight line across the globe, she discovered finance by studying an introductory course on world markets long distance from the University of Geneva a few years back.

She holds a bachelor’s in Sociology, CS, and CSPO Certifications with various licenses in fields ranging from anatomy of the lower limbs to 19th-century epistolary Japanese art. She is currently a member of the Junior League of Los Angeles and enjoys working with Aviva in Hollywood whenever she can find the time to serve. Other hobbies include chess, hiking, woodworking, reading, cooking, and yoga.

Fun Facts:

  • There are statues of her face standing on several French highways
  • She learned yoga simply to imitate a National Geographic photo she saw at age 6 of a ballerina’s back bend
  • She loves a good cigar with a wedge of lemon

Mark R. Dennie, MSPFP, CFP®, CRPC®, APMA®, CLTC®, BFA™, MPAS™

Director, Wealth Advisor

As a Wealth Advisor, Mark Dennie is driven by creating ah-ha moments, seeing the light bulb go off when he provides immediate and impactful value to the clients sitting across from him. A proponent of multigenerational planning, he acts as a resource to our clients and their extended families, not only offering advice towards achieving their shared goals, but serving as a sounding board and facilitator in sometimes difficult “what if” conversations. By opening the lines of communication and taking an educational approach to such topics as retirement planning, insurance protection, and long-term care, he empowers our clients to make sound financial decisions.

Mark began his career in 1994 and, as a lifelong learner who is committed to providing practical and responsive advice to his clients, has consistently worked to build out the tools in his toolkit ever since. He joined our team when Vinoble Group, a financial consultancy based in the Pacific Northwest, merged with Composition Wealth in March 2025.

Mark earned a B.A. in Economics from Western Washington University and a M.S. in Personal Financial Planning from the College for Financial Planning.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Holds aBehavioral Financial Advisor™ (BFA™) designation
  • Holds a Chartered Retirement Planning Counselor™ (CRPC™) designation
  • Holds an Accredited Portfolio Management Advisor℠ (APMA™)
  • Is a Certified Long-Term Care® (CLTC®) professional
  • Holds a Master Planner Advanced Studies™ (MPAS®) designation

Fun Facts:

  • Mark is a driving instructor for the Porsche Club of America, Pacific Northwest Region. In fact, his need for speed is a family affair; his two daughters have started autocrossing and learning the art of high-performance driving
  • Born and raised in the Pacific Northwest, Mark can’t say no to Marionberry pie. We make sure he has a pie to celebrate his birthday each year
  • Mark and his wife Valerie, who owns her own health and beauty business, have a blended family of four children and cherish the times when they can all be together sharing a good meal

Marla Wooton, CRCP®

Chief Compliance Officer

Marla Wooton is the Chief Compliance Officer of Composition Wealth, where she leads the firm’s regulatory strategy, manages SEC and DOL oversight programs, and oversees compliance integration for newly acquired firms. With over 30 years of experience in the wealth management and investment advisory space, Marla is known for building scalable compliance infrastructures that align with fiduciary obligations and evolving regulatory standards.

Her career includes working at Bank of America Securities, where she served as Assistant Branch Manager and later Compliance Officer during the merger with NationsBanc Securities, helping launch post-merger "hub" locations. She then advanced to Deutsche Bank Alex. Brown, where she was promoted to Vice-President while supporting options trading for high-net-worth clients, corporate insiders, and institutional trading desks. Marla later became a partner at Themis Asset Strategies, where she built the firm’s operational and compliance programs from the ground up, and served as the Chief Compliance Officer during its final year. She also held leadership roles at Bel Air Investment Advisors, managing client servicing and operations functions during the firm’s acquisition by Canadian-based Fiera Capital, and led firmwide training on operational systems and technology platforms.

Marla is a Certified Regulatory Compliance Professional (CRCP®) and holds FINRA Series 6, 7, 24, and 63 licenses. In 2023, she was nominated for the Los Angeles Times Inspirational Women Award. She was a lab panelist at the 2024 NSCP National Conference, where she spoke on preparing for SEC readiness. She continues to contribute to industry discussions and volunteers her time supporting academic initiatives and community outreach programs.

  • Certified Regulatory and Compliance Professional® (CRCP)® designation
  • Holds FINRA Series 6, 7, 24, and 63 licenses

Fun Facts:

  • Outside of running the back office for multiple leading investment firms, Marla can be found on the roller skating rink.
  • She’s proudly put all four of her children through college.
  • Marla climbed 75 flights of stairs last year for her local YMCA’s fundraiser.

Matt Cheney, CFP®, CIMA®, CPWA®

Director, Wealth Advisor

Matt is a Wealth Advisor at Composition Wealth and helps manage client relationships to ensure top-quality service for his team. Since 2004, he has been working with individuals and families to craft comprehensive financial plans to meet their goals with confidence and peace of mind. Matt is passionate about staying abreast of changes to the laws and developing proactive strategies to help his clients. He believes that his clients deserve to have an advisor work as hard for them as they did to build their wealth.

Matt received his bachelor’s degree in Management from Loyola University Maryland.

Outside of work, Matt enjoys spending time with his wife and daughter, whether it's spending time at their home on the Eastern Shore of Maryland, traveling, or golfing.

  • Has obtained CERTIFIED FINANCIAL PLANNER ® certification
  • Holds a Certified Private Wealth Advisor® (CPWA®) designation
  • Holds a Certified Investment Management Analyst® (CIMA®) designation
  • Active Licenses: Series 65

Fun Facts:

  • Avid golfer
  • Annual tradition with his dad of playing golf in Ireland
  • Proud girl dad!

Max Koep

Director, Growth Initiatives

Max is a Director of Growth Initiatives at Composition Wealth and focuses on organic and inorganic growth. His role is pivotal in streamlining acquisitions, introducing and scaling referral streams, and improving the efficiency of our advisory teams.

Prior to joining Composition Wealth, Max was a Business Analyst at Freestone Capital Management, a $9B RIA in Seattle, Washington. Max also worked at a boutique investment fund based out of New York called Agena Investment Management leading their quantitative modeling efforts and go-to-market approach.

Max received his Bachelor’s degree from Virginia Tech’s Pamplin College of Business. Outside of work, he is an avid skier, tennis player, and spikeballer. He prioritizes getting out and exploring the mountains.

Fun Facts:

  • He has asphalt in his face (avoid street car tracks on bikes)
  • His grandparents were born on 4 different continents
  • He is an avid skier and has logged more than 40 days of the last 4 ski-seasons

Meg McMullen, CRPC℠

Associate, Client Service

Meg McMullen likes to say that her work is guided by three Cs: clarity, consistency, and care. She wants each of our clients to feel informed and empowered, and to know that someone is always in their corner, cheering them on. Meg takes pride in building trust, tailoring her service to fit each client’s unique needs, and being a reliable source of support and expertise through all the seasons of their lives.

Prior to joining the wealth management industry in 2021, Meg built a strong foundation in relationship management and operations with her experience in accounting and quality control. She joined our team when Vinoble Group, a financial consultancy based in the Pacific Northwest, merged with Composition Wealth in March 2025.

Meg earned an A.A. from Bellevue College and a B.A. in Communications from Metropolitan State University.

She holds the Chartered Retirement Planning Counselor℠ designation.

Fun Facts:

  • Meg played on her collegiate golf team and spends her weekends as an Assistant Coach for the golf team at Olympic College.
  • Meg is the proud parent of a sourdough starter, which she generously uses to make all sorts of baked goodies for family and friends.
  • Known for adding a bit of fun to team meetings, Meg always has a game or activity at the ready. When she and her husband, Ryan, aren’t hosting a game night, they can be found at their local movie theater or out on the pickleball court.

Michael Attaway, CFA®

Director, Portfolio Management

Michael is the Director of Portfolio Management at Composition Wealth. He has over 10 years working in investment services and has worked in a variety of industries including banking, accounting, and wealth management. He uses his knowledge and expertise to help drive portfolio construction and investment strategy execution.

Prior to joining Composition Wealth, Michael served as the Director of Investment Services where he coordinated the development of investment models and managed the trading team at Karp Capital Management.

Michael received a Master of Science degree in financial analysis from the University of San Francisco and is a CFA® charter holder.

  • Is a Chartered Financial Analyst® (CFA®) holder

Fun Facts:

  • Enjoys spearfishing in Mexico, and can free dive 20+ meters
  • Loses his voice after almost every San Francisco 49ers game
  • Hosts an annual party called Wing Fest, where wing eaters enjoy dipping wings in a buffalo sauce fountain

Michael Wirth

Director, Finance

Michael is the firm’s Director of Finance and helps prepare the firm’s budget and long-term projections. Prior to his current role, Michael was a Financial Analyst where he worked closely with the Investment Strategy Group and advisors at the firm to provide client portfolio evaluations, asset allocation recommendations, and model development.

Before joining Composition Wealth, Michael worked at an acquisitive insurance brokerage with a national footprint, where he aided in integrating new agencies onto the platform and performed corporate financial planning and analysis duties. He also completed internships in the fields of investment banking, wealth management, and energy consulting.

Michael received his bachelor’s degree from Northwestern University, earning a major in Economics and a minor in Political Science. Outside of work he enjoys electric biking and online gaming with friends.

  • Holds an active Series 65 license

Fun Facts:

  • Enjoys hiking
  • Was a competitive bowler until college
  • Has a hole-in-one in golf

Mikayla Bucher

Associate, Client Service

Mikayla is a Client Service Associate at Composition Wealth, supporting the needs of our clients and advisors to ensure a positive and efficient experience.

Prior to joining Composition Wealth, Mikayla worked as a Sales and Trading Summer Analyst in the Corporate and Investment Banking sector of Wells Fargo. She participated in a rotational program moving through different sectors of the Fixed Income division, gaining experience on the Corporate Rates and FX, Municipal Bonds, and Credit desks. Before that, she gained further financial and clientele experience as an intern with an insurance agency in Los Angeles.

Fun Facts:

  • Would make custom cakes and desserts throughout high school and college, and recently made her first wedding cake
  • Is a huge fan of all things trivia, movies, and board games (although can get pretty competitive at game nights)
  • Has over 80 living relatives in Switzerland

Mindy Terry

Associate, Tax

Mindy is an associate on the tax strategy team, working closely with the tax team to implement individualized tax-planning strategies. Her role includes analyzing client financial situations, identifying tax-efficient opportunities, and preparing tax returns.

Before joining Composition Wealth, Mindy served as a financial analyst at Alloy Accounting, where she focused on tax preparation, tax planning, budgeting, and bookkeeping support. She brings 10 years of tax experience to the team.

Mindy graduated from Brigham Young University–Idaho with a bachelor’s degree in general studies, with an emphasis in accounting. She is currently completing the final steps to become an Enrolled Agent, with an anticipated completion date in early January 2026. She lives in Idaho Falls, Idaho, with her husband, their two boys, and a third little boy on the way. Outside of work, Mindy enjoys planning trips and taking her family on frequent mini-adventures.

Fun Facts:

  • Grew up on an orchard farm in Washington state, spending summers driving tractors, training apple trees, and moving countless handlines.
  • Loves baking sweet treats with her young sons and has a particular fondness for all things sugary.
  • As a kid, picked and sold worms for her grandpa’s business.

Mitch Caplan

Partner, Senior Wealth Advisor

Mitch is a Managing Partner at Composition Wealth and has over three decades of experience delivering comprehensive financial and investment advice to individuals and families. He was the Founder and President at Caplan Financial Group (CFG) and combined his firm with Composition Wealth Advisors in February 2024. Mitch’s thinking was: “Our clients deserve a top-notch platform for financial planning and investing as well as for future growth. Composition Wealth provides all that and so much more.”

Before registering as an independent advisory firm, Mitch was part of the Northwestern Mutual Financial Network in the mid and late 1990s. Mitch built the foundation of his career as a CPA and lawyer before entering the financial planning field.

Mitch received his Bachelor of Accountancy with distinction from George Washington University in 1985 and then earned his law degree with honors at the University of Maryland School of Law in 1993.

  • Juris Doctor, completed Spring 1993
  • Inactive License: CPA

Fun Facts:

  • Spends a week each fall in Florida playing “fantasy camp” baseball with former pros
  • Has taken an annual trip with his 4 closest high school friends each of the last 45 years
  • Loves surf fishing. Has reeled in many different species over the years

Nick Hunter

Director, Technology

Nick Hunter is the Director of Technology at Composition Wealth, where he leads the firm’s technological advancements and digital infrastructure development. Nick ensures that both internal and client-facing technologies are cutting-edge, secure, and efficient.

Prior to joining Composition Wealth, Nick worked as an Enterprise Applications Manager at Brighton Jones, an RIA based in Seattle. He and his team were responsible for ensuring that all applications were integrated and aligned with the company’s business objectives. Nick collaborated closely with different departments to understand their needs and therefore customized and streamlined software solutions to improve efficiency and productivity.

Nick received his Bachelor’s degree from Washington State University with a concentration in Finance and Economics and has his Salesforce Admin Certification. Outside of work, he can be found outdoors walking his dogs, spending time with friends and family, or teaching himself his next DIY home renovation project.

  • Holds the Salesforce Admin Certification

Fun Facts:

  • Sold a mason bee business at the age of 15
  • DIY home renovator with a mentality of "if you can dream it, you can build it!"
  • Started skiing when he was 2 years old and has been skiing/snowboarding ever since; he has a goal of hitting the slopes on each continent!

Nicole Griggs

Senior Associate, Marketing

Nicole is the Senior Associate of Marketing at Composition Wealth and supports the firm’s brand and business strategy through creative leadership, thoughtful storytelling, and marketing execution. She drives content strategy and campaign development across channels, ensuring every initiative reflects the firm’s commitment to clarity, warmth, and excellence.

Prior to joining Composition Wealth, she spent over a decade in marketing, brand strategy, and copywriting roles, supporting B2C and B2B companies across industries. Her experience includes leading email and content strategy for national retail brands, managing multi-channel campaigns for mission-driven organizations, and driving customer engagement with thoughtful, insight-driven storytelling.

She received her bachelor’s degree from Wheaton College. Outside of work, Nikki has a deep love for fantasy and sci-fi novels, a growing houseplant collection, and a habit of falling down research rabbit holes for fun.

Fun facts:

  • She lived in a self-built camper van for 3 years and traveled the country with her husband and dog
  • Recently published her debut novel!
  • She was 6th in the country in college for swimming the 200-yard breaststroke


Nicole Pavlovic

Director, Client Service

Nicole is the Director of Strategic Initiatives at Composition Wealth and supports the firm’s Client Service team working to standardize current internal and external processes to ensure exceptional service from all levels of the business.

Prior to joining Composition Wealth, Nicole worked as a Senior Client Service Associate at Freestone Capital Management, an RIA based in Seattle. There she worked alongside a partner-level Financial Advisor providing all-encompassing support for clients with an emphasis on holistic wealth management.

Nicole received her Bachelor’s degree from the University of Washington, Michael G Foster School of Business with a concentration in Finance and a Certificate of International Studies in Business. Outside work, she can often be found outdoors – hiking or skiing in the mountains, swimming in the ocean, or picnicking in a park.

Fun Facts:

  • Found true happiness traveling solo around New Zealand and living in a van for 3 months
  • Loves a good concert
  • Having grown up with an aerobics instructor as a mom, I am patiently waiting for step aerobics to come back in style

Paul D'Eredita

Director, Strategic Initiatives

Paul is a Director of Strategic Initiatives at Composition Wealth and manages projects that help the firm deliver more impact and value for its clients. He specializes in process optimization, reporting and analytics, and project management. Paul leads integration efforts as we welcome new partners to Composition Wealth with greater frequency.

Prior to joining Composition Wealth, Paul spent nearly five years in strategic and analytical roles. Most recently, he was a Business Analyst at Faire, an online wholesale platform that helps small business owners buy and sell wholesale products.

Paul received his Bachelor’s degree from the University of California, Berkeley. Outside of work, he prioritizes spending quality time with his family. He is a bonafide home cook and brings loved ones together over fresh Italian meals made from scratch.

Fun Facts:

  • Childhood sport was racing motocross
  • Ran a marathon (very slowly) at age 16
  • Cooks a 7-seafood course spread every Christmas Eve

Peter Karp

Partner, Senior Wealth Advisor

Peter is a Managing Partner at Composition Wealth and has over 25 years of experience delivering comprehensive financial and investment advice to affluent individuals and families and successful business owners.

He established Karp Capital Management in 2004 as an independent financial management firm in order to provide clients with an objective alternative to large brokerage houses. Peter believes that financial professionals should work directly for their clients, providing advice without being fettered by the bureaucratic structures found at large financial institutions.

Peter is licensed as an insurance agent and real estate broker. He is also a member of the Financial Planning Association, adhering to its Code of Ethics. Peter enjoys spending time with family, running, skiing, and experiencing the great restaurants of San Francisco.

  • Licensed as an insurance agent

Fun Facts:

  • Peter earned a Bachelor of Arts degree in economics and biochemistry from the University of California at Santa Barbara; he also attended Wharton's School of Business
  • He is a supporter and contributor to the Marin Foster Care Association and Becoming Independent (BI), a non profit community benefit organization that helps people with intellectual and developmental disabilities live meaningful and productive lives
  • When Peter is not working, he enjoys spending time with his family hiking, fishing and traveling. He is also a collector of 60’s muscle cars and enjoys traveling to car shows with his son throughout the United States

Pete LaPlaca, CFP®, ChFC®, AEP®

Director, Wealth Advisor

Pete has over 25 years of experience in the financial services industry and offers advanced wealth management and comprehensive financial planning to high-net-worth individuals.

Prior to joining Composition Wealth, Pete was a Director at SVB Private, a division of First Citizens Bank, and an Investment Counselor at Citi Private Bank. Pete is also an adjunct professor at Berkeley College, where he teaches undergraduate finance and CFP classes.

Pete graduated from Hofstra University and has his MBA from Long Island University. In his free time, Pete plays Dek hockey and is a head coach for the Town of Oyster Bay Youth Dek Hockey, where he coaches 6- to 8-year-olds how to play and excel in the sport.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Holds an Accredited Estate Planner® (AEP®) designation
  • Holds a Chartered Financial Consultant® (ChFC®) designation
  • Active Licenses: Series 65

Fun Facts:

  • Has an unusually high tolerance for hot weather
  • Is a drummer trapped in a guitar player's body
  • Is a college professor

Robert Schpoont

Partner, Senior Wealth Advisor

Robert is a Wealth Advisor at Composition Wealth. He brings decades of experience guiding clients through changing markets and helping families build lasting wealth.

Inspired by his grandfather’s love of the stock market, Robert developed an early fascination with investing. After earning his A.B. in History, cum laude, from Dartmouth College and an M.B.A. in Finance, honors, from New York University, he began his career in corporate finance at Citibank. He later transitioned to equity research, covering a variety of sectors before founding his own registered investment advisory firm in 2001. In 2025, he joined Composition Wealth to provide clients with expanded resources while maintaining the same thoughtful, relationship-driven approach.

Fun Facts:

  • Has bicycled and motorcycled across the U.S., exploring national parks.
  • Graduated from a chef school and enjoys cooking for friends.
  • Grows organic produce year-round in his own garden and greenhouse.
  • Is active in his local synagogue and is a former board member of the Huntington Choral Society.

Robyn Flynn

Associate, Operations - Insurance

Robyn is the Director of Insurance Operations at the firm, where she assists in designing and implementing new insurance policies for the advisory teams. She has worked in the insurance and financial planning industry for over 33 years.

Prior to joining Composition Wealth, Robyn worked at Castle Asset Management, where she specialized in insurance planning, as well as assisting and servicing both insurance and investment clients. Preceding Castle, Robyn worked at MetLife and Northwestern Mutual Life Insurance companies. She currently holds a NYS Insurance License.

She is actively involved in the St. Baldrick’s Foundation, where she has organized a head-shaving event for the past 15 years to raise funds for childhood cancer research. Robyn enjoys spending time with family and friends, but mostly enjoys biking with her husband and exploring new areas.

  • Holds a NYS Insurance License

Fun Facts:

  • Loves to spend her free time biking or walking with her husband
  • Loves to read a good novel
  • Hates the taste of coffee

Rusty (Russell) Hoss, CFA®

Managing Director, Portfolio Management (Equity)

Rusty is the Managing Director of Portfolio Management at Composition Wealth and is charged with both the oversight and creation of equity portfolios for the firm’s clients.

Prior to joining Composition Wealth, Rusty founded New Sheridan Advisors, an investment management firm focused on international investments, which was acquired by Champlain Investment Partners (CIP) in 2015. While at CIP, Rusty was a partner and portfolio manager of the firm’s Emerging Market strategies. Rusty began his career at Roth Capital Partners, where he started as a research analyst covering U.S. consumer companies and eventually became a partner and Director of Research.

Rusty graduated from the United States Air Force Academy and served five years in the Air Force, primarily as a cost analyst on a multibillion-dollar defense communication satellite system. While in the Air Force, Rusty received his Master of Business Administration from Loyola Marymount University’s College of Business Administration and later became a CFA® charterholder. Outside of work, Rusty enjoys riding mountain bikes, spending time with family and friends, and attempting to keep up with his teenage girls.

  • Is a Chartered Financial Analyst® (CFA®) holder

Fun Facts:

  • Enjoys international traveling and has been to 23 countries and counting
  • Played basketball and rugby at the United States Air Force Academy
  • To celebrate his 40th birthday, he completed Ironman Boulder

Samantha Kennedy, CFP®, CDFA®

Director, Wealth Advisor

Samantha is a Wealth Advisor who is honored to partner with individuals and families as they work to reach their personal financial goals. She has learned that no two individuals are the same and relies on her 10 years of experience to build a unique roadmap that has clear action items for the families she supports. Her mission is to provide clarity as to the financial actions that will have the largest positive impact on one’s future. Samantha provides comprehensive financial planning support that includes but is not limited to building tax-efficient distribution strategies in retirement, unwinding a concentrated stock position, year-to-year tax planning, charitable giving, and estate planning.

Prior to joining Composition Wealth, Samantha was a Lead Advisor at Mainsail Financial Group in Bellevue, WA, and was an Associate Director at Global View Capital Advisors.

Samantha earned her bachelor’s degree from Pacific Lutheran University, with a concentration in finance and a minor in mathematics. Outside of work, Samantha enjoys reading and running as well as tutoring middle/high-school students in math.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Holds a Certified Divorce Financial Analyst® (CDFA®) designation
  • Active Licenses: Series 65

Fun Facts:

  • Was adopted at the age of 3 from China and looks forward to welcoming a child to her family soon
  • Starts the day with a run or workout on the elliptical
  • Has donated 10” of hair to Locks of Love

Samuel Coquillard

Partner, Managing Director

Sam is a Partner & Managing Director at Composition Wealth and has over 30 years of investment experience in both equities and fixed income. He provides financial expertise to a predominantly high-net-worth and ultra-high-net-worth client base.

Sam started his career at Schroder Wertheim in institutional sales, and segued to Merrill Lynch, Chase H&Q, and then was a Senior Vice President at Los Angeles-based investment advisory firm Chelsea Management Company. Prior to joining Composition Wealth, Sam was a Managing Director at Pacific Global Investment Management.

Sam received his bachelor’s degree from the University of Southern California, Los Angeles. As a third-generation Californian, Sam is a devout supporter of the Los Angeles Dodgers. Committed to giving back to the Jesuit system in which he was raised, Sam is an active philanthropist and supports education, having previously served on the board of Verbum Dei and St Michael’s School.

  • Active Licenses: Series 65

Fun Facts:

  • Third-generation Californian
  • Active philanthropist and supports education
  • Sports enthusiast

Scott Fleener

Senior Associate, Technology

Scott is a Senior Information Technology Associate at Composition Wealth, supporting the firm’s internal technology infrastructure and providing hands-on IT support to team members across the organization. Based in the Seattle office, he ensures that systems run smoothly, securely, and efficiently — enabling every department to stay connected and productive.

Before joining Composition, Scott served as an IT Senior Specialist at Boston Consulting Group, where he supported regional operations and provided advanced technical solutions across the Seattle office. He also held roles at Clearlink, Bloodworks Northwest, and Energy Northwest, where he was responsible for equipment management, troubleshooting, and systems support in both clinical and corporate environments.

Scott holds an Associate of Arts and Sciences in Computer Science from Columbia Basin College and completed advanced animation coursework at Animation Mentor. He also holds certifications including the CompTIA A+ and the ITIL® 4 Foundation Certificate in IT Service Management.

  • He has been snowboarding for over 25 years
  • He has broken his collarbone 4 times
  • He was one of the first 100 Seattle Kraken Season Ticket holders

Scott Smith, CPA, CFP®, PFS, CGMA, CRPS

Director, Tax Strategy

Scott Smith is the Director of Tax Strategy at Composition Wealth, where he is responsible for embedding tax thinking into everything Composition Wealth does. In this role, Scott builds and leads the tax strategy team, designs the processes and technology that allow advisors to deliver consistent, high-impact tax planning, and helps quantify “tax alpha” for clients across the firm. He works closely with firm leadership and advisors so that clients experience Composition not just as an investment manager, but as a coordinated tax-aware wealth platform. As a practicing CPA and advisor himself, he excels at identifying strategies that are updated and a custom fit for his clients.

Prior to joining Composition, Scott led expatriate taxation at The Church of Jesus Christ of Latter-day Saints, overseeing operations across 19 foreign offices worldwide. Before that, he was a partner in a CPA firm for over a decade – specializing in small-to-mid-size business consulting, taught as an adjunct accounting professor, worked for Ernst & Young’s Financial Service Office in the D.C. area, and started his own RIA.

He earned a Master of Accounting degree from Ohio State University and bachelor’s degrees in both Accounting and Business Management with a Finance Emphasis from Brigham Young University-Idaho.

He holds the following designations:

  • CPA (Certified Public Accountant)
  • CFP® (Certified Financial Planner)
  • PFS (Personal Financial Specialist)
  • CGMA (Chartered Global Management Accountant), and
  • CRPS (Certified Retirement Plan Specialist).

Fun Facts:

  • Grew up near the Yellowstone and Grand Teton national parks, hiking, fly-fishing, climbing, and backcountry skiing.
  • Tries to find excuses to ride his Triumph Tiger motorcycle, or work on his “kids’” minibike.
  • Can be found most evenings chasing kids at their soccer, football, lacrosse, piano, ballet, gymnastics, church, or musical play activities. (Yes, he and his wife Kristen are working on not overbooking the children.)

Sean V. Owen, Ph.D., CFP®, CAP®, CRPC™, APMA™

Partner, Senior Wealth Advisor

Sean V. Owen is a Partner and Senior Wealth Advisor at Composition Wealth. Believing that clarity of purpose is central to a sound financial plan, he engages our clients in visualizing the lives they want for themselves, their families, and their community. His advice is rooted in the personal, whether creating retirement projections, education planning for younger family members, or preparing for a meaningful purchase. An advocate of charitable planning, Sean also partners with our clients to align their resources with their philanthropic motivations.

Sean was one of the founding Partners of Vinoble Group, a financial consultancy in the Pacific Northwest that merged with Composition Wealth in March 2025.

Sean serves on the professional advisory councils for PAWS, a nonprofit that rehabilitates injured wildlife, and Seattle Foundation, a community advisory group that shares ideas on charitable giving, discusses new issues in philanthropy, and establishes relationships with other local professionals, such as attorneys and accountants, who also advise their clients on dynamic giving strategies. He is a former Board member at Cornish College of the Arts and One Square Inch of Silence.

Sean earned a Ph.D. in Musicology from the University of Southampton, an M.Mus in Historical Musicology from King's College London, an M.M. in Classical Guitar Performance and a M.M. in Musicology from New England Conservatory, and a B.M. in Classical Guitar Performance from Cornish College of the Arts.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Holds a Chartered Advisor in Philanthropy® (CAP®) designation
  • Holds a Chartered Retirement Planning Counselor™ (CRPC™) designation
  • Holds an Accredited Portfolio Management Advisor™ (APMA™) designation

Fun Facts:

  • Sean is a leading expert on the life and music of the English composer Kaikhosru Shapurji Sorabji
  • Sean is an avid chess player
  • Sean’s wife Tricia is an ex-professional ballerina turned psychotherapist; they are happy parents to two cute and comical cats

Selenne Calderon

Senior Associate, Client Service

Selenne is a Senior Client Service Associate at Composition Wealth, where she plays a vital role in supporting clients with care, precision, and responsiveness. She brings nearly a decade of experience in investment operations and client service across top-tier financial firms, offering a deep understanding of the behind-the-scenes systems that ensure a seamless client experience.

Before joining Composition Wealth, Selenne served in client service and operational roles at Fort Point Capital Partners, Hall Capital Partners, Toronado Capital Management, and Cambridge Associates. Her background includes everything from onboarding high-net-worth clients to overseeing investment operations, all with a sharp eye for detail and a commitment to excellence.

Selenne earned her Bachelor of Arts in Politics from the University of San Francisco. She is passionate about giving back to her community and has most recently volunteered with Dress for Success, a non-profit that focuses on empowering women by providing employment resource for unemployed women.

Fun facts:

  • She met NBA all-stars Myles Turner and Tyrese Haliburton while on vacation
  • Collected almost all of the 50 state quarters
  • Has two small dogs (Pebbles & Oreo)


Shane Larson, CFP®

Managing Director, Senior Wealth Advisor

Shane is a Wealth Advisor at Composition Wealth and works with individuals and families to create comprehensive wealth plans, emphasizing generational wealth transfer, charitable gifting, and estate planning.

Prior to joining Composition Wealth, Shane worked for another wealth management firm in Marin County, where he worked with a select group of clients, developing and managing their wealth plans.

Shane graduated from Washington State University with a bachelor’s degree in business administration. He is also a Certified Financial Planner (CFP®) and completed his certificate program at the University of California, Los Angeles. Shane lives in Marin County and spends most of his free time chauffeuring his son to all his activities.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification
  • Active Licenses: Series 66
  • Licenses previously maintained (not active): Series 7

Fun Facts:

  • Completed the 204-mile Seattle to Portland Bicycle Classic
  • Has a personal goal of seeing all 30 MLB stadiums (19 so far!)
  • Huge fan of pizza and enjoys making it with his son at home

Sharon Simmons

Senior Associate, Client Service

Sharon is a Senior Client Service Associate at Composition Wealth and works closely with the advisory teams to support their clients. Sharon has a keen eye for detail and a passion for delivering exceptional client experiences. She ensures smooth operations and maintains strong client relationships. Sharon’s commitment to excellence and her ability to anticipate client needs contribute significantly to the high level of service that Sam’s practice is known for.

Prior to joining Composition Wealth, Sharon worked in the securities industry since 2000 in various capacities at Chase H&Q, Merrill Lynch Institutional Trading Desk, Chelsea Investment Management Company, and Pacific Global Investment Management Company. Her favorite part of her job is helping and interacting with clients. “All things are possible if you believe" Mark 9:23. She has been active with Boy Scouts of America since 2016, volunteering as a committee member, merit badge counselor, fundraiser chair, and summer camp leader. Her two sons earned their Eagle Scout rank in March 2024. She also volunteers with the Orangewood Foundation, helping foster youth obtain resources.

Fun Facts:

  • Completed four half marathons (and would like to complete one more within the next 2 years)
  • Enjoys doing anything outdoors, especially rollerblading
  • Has six siblings, and her three sisters are her best friends

Shay Phister

Associate, Tax

Shay is a Tax Associate at Composition Wealth, where she works closely with the tax team to design and implement comprehensive tax-planning strategies for the firm’s clients. Her role includes analyzing client financial situations, identifying tax-efficient opportunities, and supporting the preparation of accurate and timely returns.

Prior to joining Composition Wealth, Shay worked as a Financial Analyst at Alloy Accounting. There, she assisted clients with financial reporting, budgeting, analysis, and advisory services, while also supporting tax planning and preparation.

Shay earned her bachelor’s degree from Brigham Young University–Idaho and is an Enrolled Agent with the IRS. Outside of work, she volunteers with her children’s PTOs and shares her love of music by teaching children at her church. Most of all, Shay treasures time with her husband and four children, especially when they’re enjoying good food, outdoor adventures, family trips, game nights, or a lively round of karaoke.

Fun Facts:

  • Recently returned to two favorite childhood hobbies: knitting and cross-stitch.
  • A big fan of Miles Davis and other jazz artists.
  • Loves golden hour and watching sunsets, especially at the beach.

Sophia Trakhtman

Director, Wealth Advisor

Sophia is a Wealth Advisor at Composition Wealth and has a passion for guiding clients through an extensive financial education program where she can talk with them about personal finance and the importance of planning ahead. She is committed to providing clients with consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Before Composition Wealth, Sophia worked in the insurance business and worked as an insurance agent at Mutual of Omaha.

Sophia graduated at Towson University.

  • Active Licenses: Series 65

Fun Facts:

  • Enjoys teaching ballet
  • Loves spending time with family, her husband, and her 2 dogs

Stacey Smith

Director, HR/Recruiting

Stacey is the HR/Recruiting Director with Composition Wealth, supporting the Executive Team and working hard to create a positive experience for our clients and staff.

Prior to joining Composition Wealth, Stacey supported the President and Vice President of Strategy at Karp Capital Management. She previously worked in the Oil and Gas industry for 14 years as an Assistant to Senior Executives, developing her skills in executive support, project management and client relations.

Stacey is a native Texan and received her Bachelor of Business Administration degree from The University of Texas at Arlington. She currently lives in Spring, Texas with her husband and two daughters. In her free time, she enjoys traveling and spending time with her family.

Fun Facts:

  • She coaches her daughter’s basketball team
  • She visited Neverland Ranch and signed Michael Jackson’s memory wall after he passed away
  • She has loved escargot since she was 2 years old and would eat it for every meal if she could

Steven Stalick

Senior Wealth Associate

Senior Client Service Associate who works closely with our advisors to create a phenomenal wealth management experience for our valued clients.

Before Composition Wealth, Steven spent nearly a decade working with boutique luxury hospitality companies. He later transitioned into the financial services industry, working directly with clients and institutions who invest across public and private capital markets.

Steven obtained his Bachelor of Science degree in Business with a concentration in Finance from Golden Gate University while working full-time. He also holds his life, accident, and health insurance license. Apart from work, Steven is passionate about spending time in nature and empowering disadvantaged youth through his involvement with Larkin Street Youth Services.

  • Holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.

Fun Facts:

  • Once owned a lowrider with hydraulics (’85 Cadillac Fleetwood)
  • Loves spending time outdoors whenever he can, whether he is running, hiking, bicycling, surfing, etc.
  • Once accepted a bet to eat only cheeseburgers for an entire month and won!

Suzanne Taylor, CFP®

Director, Wealth Advisor

Suzanne is a Wealth Advisor on the Retirement Services team at Composition Wealth, bringing over 22 years of experience in financial services.

Suzanne began her career as a Personal Financial Advisor with Ameriprise. She was Director of Investor Services at Shelton Capital Management, and later served as a Senior Retirement Advisor with ShareBuilder 401k. She has obtained CERTIFIED FINANCIAL PLANNER® certification.

Suzanne received her bachelor’s degree in Film Studies and English Writing from the University of Pittsburgh. She was raised in Kentucky but has lived in the San Francisco Bay Area since 1996. Outside the office, Suzanne spends her time reading and enjoying the outdoors. She is also a board member and past president of the Rotary Club of San Francisco Evening.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification

Fun Facts:

  • She is obsessed with her two pit bulls, Libby Littlespoon and Edna Krabapple
  • When she was young, she wanted to be a professional actress; she still does a little bit of acting on the stage (see: fun photo)


Ted Crites, CFP®

Senior Wealth Associate

Ted is a Client Service Associate at Composition Wealth and provides operational support while managing client relationships to ensure top-quality service.

Prior to joining Composition Wealth, Ted worked as an Operations Assistant at Caplan Financial Group, assisting his advisor in providing administrative and operational support. Before that, Ted was a Case Manager and Legal Assistant to the senior partner at Manring & Farrell, where he served as an advanced liaison between attorney and client by developing cases and strategies with clients, overseeing legal and medical research, and networking with doctors, judges, and attorneys to complete objectives.

Ted earned a Bachelor’s Degree in Business Management from Capital University, where he was a four-year varsity athlete and senior captain on the men’s lacrosse team. Outside of work, Ted enjoys live music, is an avid reader, and loves his Indiana Pacers.

  • Active Licenses: Series 65
  • Has obtained CERTIFIED FINANCIAL PLANNER® certification

Fun Facts:

  • Has lived in six different states
  • Tutored English in Seoul, South Korea
  • Plans to write and publish a book one day

Thomas Baker, CFA®, MBA, JD

Partner, Senior Wealth Advisor

Tom is a Senior Wealth Advisor and Partner at Composition Wealth. For over 30 years, he has worked closely with a select number of individuals, families, and trusts, helping them meet their unique needs.

Tom started his own investment management firm in his Silicon Valley garage on a folding table with a used computer and typewriter. He began Blue Oak Capital with three central tenets: transparency, clarity, and liquidity. Philosophically, that meant being transparent with clients about how their assets were managed, explaining complicated topics simply and thoroughly, and ensuring that clients always had access to their funds when needed.

Tom earned a BA in Economics and English from the University of Michigan. He also received an MBA and J.D. from Santa Clara University and passed the California State Bar. He has earned his Certified Financial Analyst (CFA) designation.

Tom has been a mentor to disadvantaged students at Menlo-Atherton High School for many years and has also mentored international Impact Entrepreneurs to help them further their business ventures.

FUN FACTS:

  • While at the University of Michigan, Tom entered and won an Entrepreneurial Business Plan contest open to all students at UofM with two other classmates.
  • He has ridden his bike from Oregon down the California coast multiple times, as well as on trips through France, Finland, Sweden, Norway, Slovakia, Czechoslovakia, and Estonia.
  • Tom enjoys chess, woodworking, reading, rucking, and traveling. He fully acknowledges and embraces his stepdaughter’s assessment of him: “You are not hip.”

Thomas McInnes

Associate, Client Service

Thomas is a Client Service Associate at Composition Wealth, where he supports advisors and clients by assisting with onboarding, account setup, and day-to-day service needs.

Before joining Composition Wealth full-time, Thomas worked with the firm as an intern, during which he supported the team with a variety of client service tasks and projects.

Thomas graduated from Binghamton University with a degree in Business Administration and a concentration in Finance. He has also volunteered at community events, including fundraising efforts for St. Jude Children’s Research Hospital.

Fun Facts:

  • Has two energetic Whippets.
  • Favorite college football team is the Alabama Crimson Tide.
  • Enjoys going to the gym and staying active in his free time.

Tiffanie Belanger

Senior Associate, Client Service

Tiffanie is a Senior Client Service Associate and works closely with advisory teams in order to enhance the overall client experience.

Prior to joining Composition Wealth, Tiffanie worked as a Client Relationship Manager at Pathstone where she provided comprehensive client support, identified business opportunities, and managed operational teams in fulfilling client requests. Before Pathstone, she was an Associate Director at Evoke where she was responsible for allocating client assets, managing client portfolios, and partnering with general partners relating to alternative investments.

Tiffanie earned her bachelor’s degree in finance from California State University, Northridge. Tiffanie is passionate about animals and volunteers at local dog shelters around Los Angeles to give back to the community.

Fun Facts:

  • Has 2 French Bulldogs named Tug and Denver
  • Learned how to snowboard by watching YouTube videos
  • Played softball in college and won Best Defensive Player and Most Inspirational Player every year

Timothy Shaw, CFP®

Director, Wealth Advisor

Tim is a Wealth Advisor at Composition Wealth and has over 2 decades of experience in the financial services industry and on Wall Street. Tim works with clients to develop and implement customized financial plans and investment strategies.

Prior to joining Composition Wealth, Tim worked as a proprietary options trader for 15 years, which included having his own firm, Shaw Trading LLC, from 2006 to 2010. Since then, Tim has worked as a financial advisor at Citibank.

Tim graduated from Lafayette College and has his MBA from Fordham Business School.

  • Has obtained CERTIFIED FINANCIAL PLANNER® certification

    Fun Facts:
  • Ran the NYC Marathon
  • Has his picture taken in Rolling Stones magazine in an article about Wall Street. Unbeknownst to him at the time, his future wife was also in the picture!
  • Is an expert options trader

Tracy Wenzel

Associate, Administrative Assistant

Tracy is an Associate / Administrative Assistant for Composition Wealth who integrates a quality approach into operational processes and systems. Although she began with MMA in 2024, her vocational experience dates back to 2013 with a similar position at Caplan Financial Group, LLC as an administrative assistant. Tracy is responsible for scheduling client meetings, maintaining accurate documentation of advisor meetings, updating and troubleshooting data in the CRM, and handling various projects assigned to her.

Prior to 2013, Tracy worked as a sales representative for a regional golf business where she secured contracts and ensured paperwork was completed properly. She was also an administrative assistant for a collection agency, where she handled new client accounts and updated debtor history.

She graduated summa cum laude from the University of Valley Forge with a Bachelor of Science in Bible. After graduation, she worked as a houseparent at a children's home in Texas. Currently residing in Florida with her husband and two teenage sons, she enjoys playing tennis, relaxing on the beach, baking, and participating in her local church community.

Fun Facts:

  • Won a ski getaway for two through a call-in radio contest
  • Visited Cape Town, South Africa and took a cable car ride up Table Mountain, one of the Seven Wonders of the Natural World
  • Riding in a hot air balloon is on my bucket list

Travis Atkins

Senior Associate, Client Service

Travis is a Senior Client Service Associate and works closely with advisory teams to ensure a seamless, pleasant client experience.

Prior to joining Composition Wealth, Travis worked as a Sr. Client Relationship Associate at Merriman Wealth Management, where she coordinated the daily operations for a fast-growing advisory team in Seattle. Before Merriman, she was the Client Relationship Manager at EP Wealth Advisors, where she was responsible for overseeing the client services team for the Pacific Northwest Region.

Travis earned her bachelor’s degree in Hospitality and Meeting Management from Johnson & Wales University in Providence, RI. Travis loves to travel and explore the great outdoors with her husband and two rescue dogs.

Fun Facts:

  • When not spending time exploring the PNW, she likes to travel as much as possible. She’s visited 15 countries so far, and has been to 43 out of 50 states with a goal to visit all 50 states before turning 50! She’s also lived in 8 of those states
  • Loves animals and volunteers as an “adventure foster” for a local Seattle rescue, taking puppies and dogs out of the shelter for a day of fun. She also has two rescue dogs of her own
  • Met her husband on an airplane; they dated long distance for 1.5 years until deciding to finally live in the same city together

Travis Palmer

Senior Associate, Trader

Travis is a Portfolio Manager at Composition Wealth and assists the investment team with analysis and adjustments to the investment strategy on an ongoing basis. He plays a key role in the implementation of the strategy across all asset classes.

Travis comes from working in various trading and research roles within the wealth management side of the financial industry. In these roles, he managed forex and equity activity for the books and participated in developing the approach to the investment plans.

He has a bachelor’s degree in Business Administration with a concentration in management from Dominican University and a Master of Finance degree from Santa Clara University. In his free time, he enjoys alpine skiing, wreck diving, and hiking around wine country.

Fun Facts:

  • He got certified to sail under Australian maritime law while living in Sydney
  • Swam with sharks in the South Pacific
  • He is double-jointed in both thumbs

Trish Oseback

Senior Associate, Client Service

Trish is the Operations/Branch Manager at Composition Wealth and is responsible for overseeing the ongoing operations for the New York advisory team. She is instrumental in the implementation of the operational controls and administrative procedures that positively impact the client’s experience. Trish has over 16 years of professional experience in the financial services industry.

Prior to joining Composition Wealth, Trish was the Director of Operations of Castle Asset Management, an advisory firm located in Hauppauge, NY and assisted the advisor in growing his business to $375 million dollars in assets under management. Preceding her tenure at Castle, Trish worked for AT&T for 20 years. During that period, she held various positions and concluded as an operations manager in their teleconference division. While working at AT&T, Trish was recognized regularly and was awarded the Leading Legend Award for her Outstanding Performance.

Outside of work, Trish has participated in The Wounded Warrior Project. She enjoys hiking and riding her bike with her husband, and most of all, she enjoys spending time with her family and babysitting her granddaughter.

Fun Facts:

  • Played on a Women’s Soccer League – and was told she has a “mean throw in”
  • Strives for at least 10,000 steps daily
  • Has a dream of visiting every National Park – so far she has visited 11 of them

Trudy Fitzpatrick, CRPC℠

Associate, Client Service

As a Client Service Associate, Trudy Fitzpatrick works closely with our Wealth Advisors to organize the finer details essential to realizing our clients’ goals. Her resourcefulness and professionalism allow our clients to feel confident in navigating the intricacies of their financial lives. She can often be heard saying, “Leave it with me” – and they know that Trudy will do her best to find a solution that meets their needs, with kindness, patience, and a steady hand.

Trudy has a diverse professional background in commercial real estate and banking and brought her passion for client service to wealth management in 2021. She joined our team when Vinoble Group, a financial consultancy based in the Pacific Northwest, merged with Composition Wealth in March 2025.

Trudy earned a B.A. from Sophia College, University of Mumbai.

She holds the Chartered Retirement Planning Counselor℠ designation.

Fun Facts:

  • Having lived in both India and Australia, Trudy speaks three different Indian languages, Hindi, Marathi, and Konkani, and is conversational in French. She loves to teach us amusing Aussie turns of phrase as well, which can sometimes sound like a whole new language!
  • Trudy learned to ski on the slopes of Switzerland.
  • Family is the motivating inspiration in Trudy’s life. She and her husband, Paul, keep busy with their three children.

Wendy Ciehanski, CRPC®

Partner, Senior Wealth Advisor

Wendy is a Partner and Senior Wealth Advisor at Composition Wealth, with 25+ years of experience in financial services. She began her career in financial services in 1996 when she joined Merrill Lynch following a successful career in healthcare services. She graduated from Ohio State University with a Bachelor of Arts in Communication and holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning. Wendy also holds an active Real Estate license.

In addition to spending time with clients, Wendy is active throughout the community. She is active in supporting breast cancer research. She gives to the next generation of business leaders by speaking at various schools and universities throughout Ohio, hoping to inspire young people through Junior Achievement or college students who want to know more about a wealth management career path.

Outside of work, Wendy enjoys running, visiting, and hiking national parks, and spending time with her family.

Fun Facts:

  • Extremely gifted jigsaw puzzler
  • Has run 3 marathons and too many other road races to count
  • Snorkeled the Silfra Fissure
  • Super fan of the Goo Goo Dolls

William Blanton

Partner, Senior Wealth Advisor

Billy is a Partner at Composition Wealth and has over 20 years of experience in investment management.

Prior to joining Composition Wealth, Billy was President and CEO of Vintage West Capital Management. His career began with Merrill Lynch in 1998, where his diverse experiences range from providing financial advice and investment management services to overseeing four branch offices. In 2007, he continued to expand his services by joining Morgan Stanley’s Wealth Management Group.

Billy received his bachelor’s degree in Public Administration from San Diego State University.

Fun Facts:

  • Was inducted into the San Diego State University Aztec Hall of Fame for Football in 2015
  • Enjoys early morning paddleboarding along the San Diego beaches
  • Gives back by spending afternoons and weekends coaching youth sports

Zachary Weisenthal

Associate, Client Services - Operations

Zach is a Client Service Associate at Composition Wealth. He graduated from Towson University's College of Business and Economics in May 2023 with a concentration in Financial Planning. Zach maintains his Series 7, Series 66, and SIE licenses.

With a strong interest in personal finance from an early age, Zach briefly served in an advisory role before finding his niche in operations, where he thrives on the behind-the-scenes work that supports client and advisor success. Outside of the office, Zach enjoys working out, spending time with friends and family, and exploring new sushi spots.

Fun facts:

  • I started a web design business when I was 13
  • I love sushi
  • I have 2 cats and a dog