Meet Our Wealth Advisors and Team | Halbert Hargrove

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Our Team

Our Team

JC Abusaid

CEO/President

James T. Ahn

Senior Wealth Advisor

Timothy J. Anderson

Managing Director

Elizabeth Bazan

Associate Client Service Manager

23

Certified Financial Planners™

As of 12/31/23

Vincent R. Birardi

Wealth Advisor

Ethan G. Campbell

Senior Client Service Manager

Jennifer A. Caravello

Senior Operations Analyst/HR Associate

Jake A. Castillo

Associate Wealth Advisor

Karen M. Christian

Controller

Katie M. Clapps

Client Service Manager

Rachel M. Cochran

Associate Client Service Manager

Julianne Copeland

Operations Analyst

11+

Average Employment Years.
Our employees stay and grow with us.

As of 12/31/23

Craig T. Cross

Managing Director

Shane W. Cummings

Wealth Advisor & Director of Technology/Cybersecurity

Tony Delane

Wealth Advisor

Cyrus DeReu

Client Service Manager

31

Accredited Investment Fiduciaries™

As of 12/31/23

Craig W. Eissler

Wealth Advisor

Johnny R. Esparza

Operations Analyst

Samantha J. Garcia

Senior Wealth Advisor

Brett M. Gersack

Senior Wealth Advisor

Tyler C. Gilley

Associate Wealth Advisor

Russ Hill

Executive Chairman

Mark P. Janci

Regional Director

Kelli R. Kiemle

Managing Director of Growth and Client Experience

16

MBAs

As of 12/31/23

Steven L. Klosterman

Regional Director

David A. Koch

Director of Portfolio Management/Senior Wealth Advisor

Tim D. Kohler

Director of Research and Trading Operations

Patrick A. Kujawa

Regional Director

Investment News
Best Places to Work for
Financial Advisors 2018-2024

Last received February 2024 based on a survey
conducted on 10/17/23 using 2022-2023 data.
Investment News conducted survey in partnershp
with the Best Companies Group.

Anna Lair

Associate Client Service Manager

Bill Langley

Regional Director

Ross A. Langley

Regional Director

Brenden P. Melrose

Chief Compliance Officer

Christin N. Niccoli

Team Lead/Associate Client Service Manager

David L. Overton

Regional Director

Julia K. Pham

Wealth Advisor

Mariah I. Ramirez

Client Service Manager

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Angela Renee

Administrative Director/Life Coach

Joshua J. Robbins

Associate Wealth Advisor

Alex J. Roper

Senior Client Service Manager/Intern Manager

Kylie A. Schwartz

Associate Client Service Manager

Beth Shirley

Accounting Associate

Anthony P. Skvarka

Senior Wealth Advisor

Brian M. Spinelli

Co-Chief Investment Officer

Nickolas R. Strain

Senior Wealth Advisor/Chair of Wealth Advisory Committee

Taylor H. Sutherland

Director of Portfolio Strategy/Senior Wealth Advisor

Katelyn N. Watts

Senior Operations Analyst

Michelle M. White

Director of Corporate Events and Travel

Cecilia T. Williams

Chief Operating Officer