Bill W. Brown

Senior Vice President - Financial Advisor, Consulting Group

310-205-7748

Jim Bullard

First Vice President - Financial Advisor

310-205-7728
Keegan

Keegan Hornbuckle

Financial Advisor

310-887-4452
Email |
Hamish

Hamish Lochtenberg

Investment Associate

310-205-7720

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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.

advisor

Trust Consultant


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Wealth Planning Associate


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Wealth Management Consultant


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Wealth Strategist


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Echelon Wealth Strategist