Co-President & Chief Investment Officer
Cupertino
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Mark Duvall -
Tracie Southerland Wealth Advisor
Palo Alto -
Will Steinberger Wealth Advisor
Cupertino -
Erin Whalen Co-President
Cupertino
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Working together to help you make life's most important financial decisions.
From providing advice and education to sidestepping pitfalls, our team has one goal – helping you make important financial decisions for a satisfying future.
We also work with clients across the nation by video conferencing, providing a personalized and convenient experience through technology.
