Contact Information

Please contact us with any questions. If you are not yet a client, we can provide you with a complimentary initial consultation or a second opinion on what you are currently doing.

E-MAIL:
Jay Douglas - Partner, Chief Investment Strategist – [email protected]
Ted Athans - Partner, Managing Principal – [email protected]
Ashley Boone -  Client Service Advisor – [email protected]
Theresa Hays - Investment Operations Manager – [email protected]
Christie Greenfield - Client Services Manager – [email protected]
Clare Duffy – Client Services Coordinator – [email protected]
Tracy Wu - Financial Planning Services Manager – [email protected]

TELEPHONE:
Toll-free for all offices: 888-491-4410
Local number for Long Beach: 562-491-4410
Local number for San Luis Obispo: 805-543-2365
Local number for Cambria: 805-927-5070
Local number for Inland Empire: 909-566-0900
Local number for Santa Rosa: 707-968-7237