Our Team

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Robert Gothard

Certified Financial Planner ®

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Donna Gothard

Client Service Manager

Jerry Kalogeropoulos

Jerry Kalogeropoulos

Practice Manager

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Justin Vu

Manager Paraplanning

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Tiffany Tran

Paraplanner

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Tien Dang

Paraplanner

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Kyo Phan

Paraplanner

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Vivian Nguyen

Client Service Team

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Hannah Than

Client Service Team

We look forward to working with you to achieve your goals.