Team Members

Our Team Members

Matthew Costa, CPA, CFP®, MAcc
Managing Partner, Senior Wealth Advisor
Alexi Halavazis
Wealth Advisor, Chief Compliance Officer
Joseph Hill, CPA, CFP®
Partner, Senior Wealth Advisor
Taylor Lewis-Costa
Director of Communications
Graham Mull, CFP®, AIF®, MBA
Director of Qualified Plans, Wealth Advisor
Eric Stein, CFA
Chief Investment Strategist | Partner, East Bay Investment Solutions
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Talk to one of our licensed professionals today to find out more about how our dedicated team can help you meet your financial goals with confidence.