Team Members RANDY BARKLEY CFP® Founder & Advisor Learn more JEREMIAH J. LEE J.D., CFP® Chief Executive Officer & Advisor Learn more LAURA LEE M.B.A., CFP® President & Advisor Learn more JOE LYONS M.A., M.B.A., CFP® Founder & Asset Manager Learn more CHRIS MARSH CFP® Chief Operating Officer Learn more CAITLIN CARNES Client Services Manager Learn more BRIA MORGAN M.A., FPQP® Client Relationship Manager Learn more LESLEY HERNANDEZ M.B.A. Central Planner Learn more NATAI COLLINS Administrative Assistant & Property Manager Learn more JACK CLARKE III M.B.A. Client Services Administrator Learn more JANETTE RITZ Client Services Administrator Learn more VALERIA APARICIO M.B.A. Client Services Administrator Learn more ALLISON LOPEZ M.A. Client Experience Coordinator Learn more JENNIFER RANDALL Business Executive Assistant Learn more IVANA SUMANO Marketing Coordinator Learn more SHELLY BARBER Paraplanner, FPQP® Learn more
