Meet our team
Kevin C. Swanson, CFP®
CEO, Private Wealth Advisor
Todd Barney, CEPA®, CIMA®, CPWA®, CFP®
President Wealth Management
Julie M Minami, CFP®
Private Wealth Advisor
Adam Roberts, CFP®, AIF®
Private Wealth Advisor
Austin Cua, CFP®
Private Wealth Advisor
Chris Meade
Private Wealth Advisor
Raghu Krishnan
Private Wealth Advisor
Craig Pine
Private Wealth Advisor
Nicole Morris
Partner / Business Operations
Lori Weeks
Vice President of Operations
Sarah Maloney
Operations Manager
Emily Brillo
Deputy Chief Compliance Officer & Operations Manager
Brittany Harper
Operations Associate
Austin Hardy
Trading Associate
Billy Boulett
Client Relationship Manager
Crystal Cervantes
Client Concierge
Robert Draper, Jr.
Client Concierge
Your family financial health is the goal.
The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.