Eugene Gurevich, CFP®, AIF®, CPFA™

Managing Partner, Retirement Services

Kevin Batstone, CFP®

Managing Partner, Private Wealth Management

Crystal Gurevich, CPFA™

Director, Retirement Client Services

Rachel Batstone

Client Experience Coordinator

Brandi Bullock, MBA

Director, Operations and Digital Design

Keith Erickson

Vice President, Benefits

Virginia Taylor, AIF®

Senior Vice President

Gena Wallis, AIF, Financial Advisor

Gena Wallis, AIF®

Senior Vice President

Mike Tuft

Senior Vice President

Jim Worden, CFA®, CMT®, CAIA ®

Consulting Financial Analyst

Our Office

5976 W Las Positas Blvd, Suite 124
Pleasanton, CA 94588

Contact Us

(888) 440-2224
[email protected] 

Follow Us