Gary Sargenti

Gary Sargenti, AWM

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

408-947-3340
Carlton Pace

Carlton Pace, CFP®, CIMA®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

408-947-3312
Email |
Tracey Ledda

Tracey Ledda

Senior Investment Associate

408-947-3321
Lisa Ball

Lisa Ball

Senior Financial Associate

408-947-3306
Monique Ruiz Bio Photo

Monique Ruiz

Client Associate

408-947-3399

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