Silicon Valley

2570 W. El Camino Real, Suite 520
Mountain View, CA 94040
Tel 650.941.1717
Fax 650.941.3131

Map and Driving Directions 

Lisa Barnea | Director of Finance, Principal

Lisa Barnea 
Director in Finance, Principal

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Helen Dietz | Director of Wealth Management, Principal

Helen Dietz CFP®
Director in Wealth Management, Principal

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Donald Finsthwait

Donald M. Finsthwait 
Director in Wealth Management

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John Kirkpatrick

John Kirkpatrick MBA
Director in Wealth Management, Principal

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Nayan Lapsiwala | Director of Wealth Management at Aspiriant

Nayan Lapsiwala CFP®, CFA, CAIA
Director in Wealth Management, Principal

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Natalie Morella

Natalie Morrella CFP®
Manager in Wealth Management

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Talia Pierluissi

Talia Pierluissi CFP®, CDFA, MBA
Director in Wealth Management, Principal

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Randy Rae | Manager of Investment Strategy & Research

Randy Rae CFA, CFP®, MBA
Manager in Investment Strategy & Research

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Regina Wohl | Manager of Wealth Management at Aspiriant

Regina Wohl CFA®, MBA
Manager in Wealth Management

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