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Our Team

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Todd C. Ganos, JD, LLM, CFP®
Principal

After long-time service as a United States Air Force officer, Todd entered the investment industry in 1992. His experience includes both portfolio management and financial planning. On the portfolio management side, his specialization is in risk and valuation models. On the financial planning side, his specialization is in estate planning, including international planning. Todd holds a Doctor of Business Administration in Finance from Golden Gate University.  He earned his law degree from Monterey College of Law and his LLM in Taxation from Golden Gate University. Todd is also a Certified Financial Planner®.

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Gretchen Hostetter
Lead Wealth Advisor

Gretchen has nearly 30 years of experience in the investment industry. She began her career as a financial advisor at Paine Webber. Subsequently, Gretchen served as a branch manager at Charles Schwab. Then, she joined the Citi Smith Barney team as area investment manager. Immediately prior to joining our team, Gretchen was a branch manager at Fidelity Investments. She has passed the Uniform Investment Advisor Law (Series 65) examination.

 

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Christie M. Whitney, CFP®
Associate Wealth Advisor

Christie has over 13 years of experience in the investment industry. She has served in administration, client service, and portfolio accounting. Prior to joining our team, Christie was a client services specialist in the private client divisions of JP Morgan, Wells Fargo Van Kasper, and Oppenheimer & Co., and spent nearly five years at another investment advisory firm. Christie is a graduate of the University of California at San Diego with a BA in Sociology and completed the UC Berkeley Extension program in Personal Financial Planning.  She is a Certified Financial Planner® and has passed the Uniform Investment Advisor Law (Series 65) examination.

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Irina Brown, MBA
Director of Marketing

Prior to joining our team, Irina held a number of positions of increasing responsibility at Target Corporation headquarters.  Her initial responsibilities were related to international operations.  Subsequently, she managed domestic marketing campaigns.  Irina holds a bachelor’s degree in accounting from the University of North Dakota and a master of business administration degree from the University of Oxford.  During her MBA degree program at Oxford, she was the recipient of a highly competitive internship with Unilever Corporation.  Irina is fluent in Russian.

 

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Heidi E. Sutton, MSW, ASW
Manager, Family & Social Services

Heidi has over 10 years of professional experience. On our team, she is responsible for the special needs of our families. Heidi is trained in medical and mental health care management and is a psychotherapist.  She provides education on and the coordination of social services for our families.  Heidi is a graduate of UC Berkeley and holds a Master’s degree in Social Work.  She is registered with the State of California as an Associate Clinical Social Worker.

 

 
  
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Sheila R. Schroyer
Director, Client Services

Sheila has over 30 years experience in the investment industry. She has served in administration, client service, and portfolio accounting. Prior to joining our team, Sheila was the supervisor for client services at Franklin Templeton Private Client Group. On our team, she is responsible for our firm’s client services, account maintenance, and portfolio accounting.

 

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Linda Mead
Manager, Administrative Services

Linda has over 40 years of professional experience. She has served in accounting, administration, and client services. Immediately prior to joining our team, Linda was the executive assistant to a director and lead administrator in a 200+ person department at a regional hospital.  On our team, she is responsible for assisting our families with their administrative matters, personal bookkeeping, personal bill payments, and expense management.

 

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Nicholas A. Wylam
Client Services Specialist

Nick recently completed his Bachelor’s degree in Personal Financial Planning at Purdue University.  Prior to joining our team in a full-time capacity, he interned with us during the Summer 2011 and Summer 2012 school breaks.

 

 

 

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