Will Georgiadis is a Managing Director – Investment Officer and a CERTIFIED FINANCIAL PLANNER® professional. His primary responsibilities are portfolio analysis, investment planning, and client reviews. He began his Wall Street career at Merrill Lynch in 1986 in New York City. Will joined First Union Securities, a predecessor firm of Wells Fargo Advisors, in 2001 and works from our San Francisco & San Rafael offices.

CA Insurance Lic #0D98704
Resident State: NV

Denny Boys is a Managing Director – Investment Officer and a CERTIFIED FINANCIAL PLANNER® professional. His chief responsibilities are market strategy, portfolio analysis and investment planning. Starting in the business in 1996, Denny joined First Union Securities alongside Will in 2001. He is a 1996 graduate of the University of New Hampshire, where he was a Member/Captain of the UNH Golf Team. Denny splits time between our San Francisco, San Rafael, Boston & Portsmouth offices.

CA Insurance Lic #0D74221
Resident State: NH

John Kelly, Senior Vice President – Investment Officer and CERTIFIED FINANCIAL PLANNER® professional, joined the firm in 2009. He is primarily responsible for business development, insurance reviews, and research. Additionally, John works as the Scoreboard Operator for the Golden State Warriors. A graduate of the University of Oregon’s Honors Business College, and a collegiate rugby player, he started in the trading pit on the floor of the Chicago Board Options Exchange in 2006. John works from our San Francisco office.

CA Insurance Lic #0G56870
Resident State: CA

Tony Smith, Vice President - Investment Officer, joined the firm in 2016. His primary responsibilities are retirement planning analysis and client reviews. He graduated from Cal Poly’s Orfalea College of Business and is a former professional mountain biker, having raced across North America in the UCI World Cup and USA Pro XC
Tour. Tony works from our San Francisco office.


CA Insurance Lic# 0L12088
Resident State: CA

Max Koenker, Senior Client Performance Analyst - Assistant Vice President joined the firm in 2017. As the analyst on the team, his main responsibilities include trading, investment/market research, portfolio maintenance, and data entry. Max graduated from Arizona State University in 2014, where he was able to intern in Dublin, Ireland as a corporate accountant. Max is an avid baseball fan and car enthusiast. As a member of a racing association, he is able to drive world-class speedways throughout California. Max works from our San Francisco office.

Monica Ambrose, Senior Registered Client Associate, joined the firm after several years of working in Wells Fargo Bank, NA Branches across Marin County. She began her financial career as a banker working with affluent clients and handling complex transactions. Most recently she was a service manager, assisting in operational needs and running a successful branch. Monica works in the San Francisco office.

Sami Shubert, Client Associate, joined the firm in 2023.  She holds a degree in Environmental Science and Data Analytics. Sami combines her analytical expertise with an understanding of financial strategies. She is primarily accountable for providing exceptional client support and operational efficiency. Sami works out of our Corte Madera office.