At Your Service

A Word from Jon

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  • Jon Henderson, CFP®, CRPC®, CBDA

    Founder
    Chief Investment Officer

    Meet Jon

  • Nannette Kamien

    Financial Advisor
    Director of Planning Services

    Meet Nannette

  • James Sutton, AWMA®

    Financial Advisor

    Director of Portfolio Management and Technology

    Meet James

  • Steven Ravlin, CFP®

    Financial Advisor

    Meet Steven

  • Genecar Z. Vivo

    Director of Concierge Services
    Office Manager

    Meet Gen

  • Cole Matsuura

    Senior Planning Coordinator

    Meet Cole

  • Monica Henderson

    Director of Marketing

    Meet Monica