Marit MacDonald, JD, CFP®

LPL Financial Advisor

Marit MacDonald has distinguished herself academically and professionally. After graduating cum laude from Harvard University, she earned her law degree from Santa Clara University and became a commercial real estate attorney. After...

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Christina Mangonon

Director of Client Services

Christina resides in the East Bay. She received her Bachelor of Science Degree in Business Administration with an emphasis in Production and Operations Management from California State Hayward University (now Cal State East Bay). She...

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Ena DelosReyes

Client Support Coordinator

Ena was born and raised in San Francisco, California. During college, she began work at a computer software company in the Silicon Valley. She has over 25 years of responsible corporate experience. With her proven record of...
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Kari Dusterhoff

Client Services Associate

Vena Sexton

Client Services Associate

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