Experience

That inspires confidence

Neal Narahara

Branch Manager

Registered States:
  • CA
703 Trancas Street
3 and 4 Financial Plaza
Napa, CA 94558

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Maureen Gallagher

Associate Director

Admin Manager

Registered States:
  • CA
  • NV
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

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Paul Katerndahl

Director

Market Supervisory Officer

Registered States:
  • AZ
  • CA
  • CO
  • HI
  • MT
  • UT
4105 Blackhawk Circle Plaza
Danville, CA 94506

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Our resources

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    Christine Kolm

    Senior Wealth Strategist

    Advanced Planning

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    Kevin Dommes

    Director

    Senior Wealth Management Banker

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    Anthony Lopipero

    Wealth Planning Associate

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    Lyanette Monterrey

    Digital Specialist