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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 $9.5B* in assets and offices across the country.

*Data as of 7/3/25, includes a small portion of non-discretionary retirement assets.

Team Members

Bob Driscoll, AIF®, CEPA®

Partner, Senior Wealth Advisor

San Francisco, CA

Carolyn Orlik

Associate, Client Service - Retirement

San Francisco, CA

Curtis Christian

Senior Associate, Client Service

San Francisco, CA

Daniel Tang, CFP®

Director, Wealth Advisor

San Francisco, CA

Dominic Salvatierra

Associate, Client Service

San Francisco, CA

Jeff Alpert, JD

Partner, Senior Wealth Advisor

San Francisco, CA

Kaitlyn Mahoney

Associate, Client Service

San Francisco, CA

Lee Henley

Senior Associate, Client Service - Retirement

San Francisco, CA

Michael Attaway, CFA®

Director, Portfolio Management

San Francisco, CA

Peter Karp

Partner, Senior Wealth Advisor

San Francisco, CA

Selenne Calderon

Senior Associate, Client Service

San Francisco, CA

Shane Larson, CFP®

Director, Senior Wealth Advisor

San Francisco, CA

Steven Stalick

Senior Associate, Client Service

San Francisco, CA

Suzanne Taylor, CFP®

Director, Wealth Advisor

San Francisco, CA

Travis Palmer

Senior Associate, Trader

San Francisco, CA