Team
Stewart Viets, CFP®
Financial Planner
707.253.7007
Stewart has spent over 30 years in the financial advisory profession. He typically works with affluent families, Fortune 500 executives and substantial closely-held business owners.
Phillip Cordano, CFP®
Financial Planner
Phil has been serving clients for over 23 years in a financial advisory capacity. His mission as a financial planner is to assist his clients in identifying opportunities for improving their current financial situation.
Melanie Whitehead, CFP®
Financial Planner
Melanie is a passionate and deeply dedicated CERTIFIED FINANCIAL PLANNER TM Practitioner with over 20 years’ experience serving successful professionals, business owners and affluent families.
Rhonda Hacker
Registered Assistant & Operations Manager
707.253.7007
A Napa native, Rhonda joined our team in 2010. With over 20 years of experience in the financial planning industry, Rhonda utilizes her extensive knowledge and experience to manage all aspects pertaining to investments.
Julie Cutler
Registered Assistant & Coordinator
707.253.7007
Nikki Sedano
Registered Assistant & Coordinator