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Team Members
Our Team Members
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Allen Ayers, CPA, CFP®, MST
Partner
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Matthew Costa, CPA, CFP®, MAcc
Managing Partner, Senior Wealth Advisor
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John Faggio, CPA, CFP®, CDFA®
Wealth Advisor
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Tim Gervais, CPA, CVA
Wealth Advisor
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Alexi Halavazis
Wealth Advisor, Chief Compliance Officer
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Joseph Hill, CPA, CFP®
Partner, Senior Wealth Advisor
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Taylor Lewis-Costa
Director of Communications
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Graham Mull, CFP®, AIF®, MBA
Director of Qualified Plans, Wealth Advisor
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David Staab
Associate
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Eric Stein, CFA
Chief Investment Strategist | Partner, East Bay Investment Solutions
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Chris Williams, CPA/PFS, CFP®
Wealth Advisor