James Carbonell, MBA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

925-279-1711

Matthew Forrey

Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

925-279-1710
Email |

Amy Caffese, CFP®

Senior Investment Associate

925-279-1701

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Jen Maneatis

Wealth Strategist


Jordan Perschel

Wealth Management Banker