You may not be able to choose your family, but we handpicked ours.
Is the queen of packing light and lords it over othersWas hugged by Bono and is not over it yetOnce ate nothing but papayas for a whole weekHas a thing for ducks and used to have a pet one
Founder and CEO
Worked every station at McDonald'sWasn’t even cool when he rode a motorcycle in collegeBuys a pastry and coffee from Rose's Bakery dailyRefuses to live farther north than Southern California
Director of Wealth Management
Once drove beside Jay Leno in his McLaren F1Watched Kobe beat the Suns at the buzzer live at StaplesAddicted to cheap vintage sports carsCan’t believe how much sugar and butter everything takes
Chief Investment Officer
Received a high five from Tim McGrawThinks pastel M&M’s taste better than the traditional onesHidden talent – professional gift wrapperLoves to be by the water, not on the water
Director of Financial Planning
One of her all-time favorite jobs was delivering pizzaLooked like Orphan Annie when she was youngFirst redhead in her family in three generationsWas a master of tetherball in elementary school
Director of Tax
Enjoys creating sentimental and thought-provoking haikusLoves to tell good dad jokesHas been playing the drums since he was tenJoined a bowling league in middle school
Wealth Planner
Still likes to color with crayonsPicked over 15,000 pounds of blueberries in one summerWore wooden shoes and danced Klompen every spring in high school
Chief Operating Officer
Was part of the "Pink Ladies"Is a tri-citizenLoves to organizeGot stung by a bee on her tongue once
Director of Client Services
Shareholder of the Green Bay PackersCal Poly Male Athlete of the year (2010)Homebrew beer expertOwner of a Will Ferrell-signed cowbell
Senior Operations and Investment Specialist
80s and 90s are favorite music decadesHeld 4 jobs while going to school full-timeLoves sushi, wine and coffee
Investment and Technology Analyst
Always saves the dayA man of few wordsEveryone’s favoriteA complete mystery to all
Director of IT
