Our Team

Deep relationships built on mutual trust and respect are key to success. Those who work with us will tell you that we are responsive as well as proactive, and that we communicate honestly. Our team is passionate and thorough in how we assess our clients’ financial goals.

Anthony Estrada

VP - Operations

Anthony L. Guerrerio

Director - Senior Advisor

Chris Wheaton, CFP®

Managing Director – Senior Advisor

Craig Keller, CFA, MBA

Managing Director – Senior Advisor

Cynthia Morris, CFA, CFP®, CDFA®

SVP—SENIOR ADVISOR

Gretchen Hollstein, CFP®

Managing Director – Senior Advisor

Jack Chee

Managing Director - CIO Asset Management US

Jared Noland, CFA, CFP®, MBA

VP – Portfolio Trading & Analytics

Jason Siedle

VP – Operations

Jason Steuerwalt, CFA

iMGP Fund Management – Asset Management | Director – Portfolio Management, Head of Alternative Strategies

Jeff Seeley

CEO - Litman Gregory Wealth Management

Jenna Yeji Lee

Associate - Operations

Jennifer Ceccarelli, CRCP

Managing Director - Chief Operations Officer

John Baxman, CFP®

Director – Senior Advisor

Josh Fredricks

AVP - Client Service Operations

Kathlyne Kiaie, CRCP

DIRECTOR – CHIEF COMPLIANCE OFFICER

Kiko Vallarta, CFA

iMGP Fund Management – Asset Management | SVP – Portfolio Management

Laura White

VP - Client Service Operations

Lesley Cannan, CFP®, CPWA®, AIF®

Director - Senior Advisor

Lindsay Carter

Associate - Client Services

Michele Dunevent

VP - Client Services

Monica Muñoz, CFP®

SVP - Senior Advisor

Philippe Uzan

iM Global Partner SAS Paris | Deputy CEO – CIO Asset Management

Pratik Kumar

VP - Client Services

Sara Rutchena

VP - Client Service Operations

Sheila Kilper

VP – Client Services

Theresa Meyer

SVP Operations & Business Technology

Tisha Ehrenberger

SVP - Client Service Operations