Our Team
Leadership Team
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Michael Byrne
Managing Partner, California
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John Romero
Managing Partner, California
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Scott Maitland CFP® MSFS ChFC CLU
Managing Partner, Montana
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Pieter Olree
Insurance Brokerage Partner
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Phil Jones
Vice President, Finance & Operations
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Marlene Cendejas
Marketing Coordinator
Firm Strategists
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Craig Boozer
Financial Services Professional
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Mark Jacoby, CIMA®
Financial Services Professional
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Ryan Logan CFP, CFBS, CLU
Financial Services Professional
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Joshua Manabat
Financial Services Professional
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Melissa Northway
Financial Services Professional
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Tyler Ostrovsky
Financial Services Professional
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Vivia Strome
Financial Services Professional
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Cameron Winchel
Financial Services Professional
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Associates
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Peyton Doty
Financial Services Professional
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Brendan Fagerberg
Financial Services Professional
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Adrian Gomez
Financial Services Professional
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Garret Gonzalez
Financial Services Professional
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Lorne Jackson
Financial Services Professional
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Jintaek (Jay) Lim
Financial Services Professional
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Linili Maramba
Financial Services Professional
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Jake Martin
Financial Services Professional
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Bill Mayhue, MBA
Financial Services Professional
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Agustin Pradillo
Financial Services Professional
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Jake Sarnoff
Financial Services Professional
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Kabir Sivjee
Financial Services Professional
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Toben Torres
Financial Services Professional
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Jordan Verhoeve
Financial Services Professional
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Mountain Peak Wealth Solutions - Kalispell, MT Office
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Jared Brenden
Financial Services Professional
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David Curtin
Financial Services Professional
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Ramon Gomez
Financial Services Professional
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Nik Killoran
Financial Services Professional
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Katie Littlefield
Financial Services Professional
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Gerald Miller
Financial Services Professional
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Charles Warren, JD
Financial Services Professional
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Jared Zuege
Financial Services Professional
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Mountain Peak Wealth Solutions - Portland, OR Office
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Labrea Denson
Financial Services Professional
