David Koch is a CFP® and CFA®-credentialed financial advisor with 14 years of industry experience. He has been with Halbert Hargrove in Long Beach, CA, for 15 years. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary, fee-only investment management, financial planning, standalone consulting, and retirement plan services, using a combination of qualitative and quantitative research to construct diversified portfolios.

Mariah Ramirez is a financial advisor at Halbert Hargrove with a Series 65 designation and three years of industry experience. Her prior roles include positions at Northwestern Mutual and involvement with the Ukleja Center for Ethical Leadership at California State University Long Beach. Ramirez has also worked in educational settings, including the Long Beach Unified School District and Robert A. Millikan High School. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to manage portfolios across a range of investment vehicles.

David Overton is a financial advisor at Halbert Hargrove in Denver, CO, with 27 years of industry experience. He has been with Halbert Hargrove since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also an insurance agent involved with Rocky Mountain Insurance Network. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, utilizing a research-driven investment committee to construct diversified portfolios.

Ethan Campbell is a CFP® and Series 65-licensed financial advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 2021. He has two years of industry experience and previously attended California State University Long Beach for both undergraduate and postgraduate studies. Halbert Hargrove Global Advisors serves high-net-worth individuals, trusts, estates, and institutional clients by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative methods to manage portfolios across various asset types.

Anna Lair is a financial advisor at Halbert Hargrove in Long Beach, CA, holding a Series 65 designation with one year of industry experience. She has worked at Halbert Hargrove since 2023 and previously studied at California State University - Long Beach. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative methods in its investment approach.

Brett Gersack is a CFP® with 19 years of industry experience and has worked at Halbert Hargrove since 2015. He holds Series 63 and Series 66 licenses and is based in Bellevue, WA. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, using a committee-driven approach to build diversified portfolios that may include equities, fixed income, mutual funds, ETFs, and alternative strategies.

Jake Castillo is a CFP® with three years of industry experience, currently advising at Halbert Hargrove. He previously worked at Pacific Capital and has experience in both the financial sector and other industries including food service and retail. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, utilizing a research-driven Investment Committee to construct diversified portfolios with a range of asset types and strategies.

Timothy Anderson is a financial advisor at Halbert Hargrove, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 22 years of industry experience. He has been with Halbert Hargrove Global Advisors since 1993, totaling over three decades at the firm. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate clients through a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, employing a committee-based process that integrates qualitative and quantitative research to build diversified portfolios.

Vincent Birardi is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Halbert Hargrove since 2018 and previously spent five years at Pimco. He is based in Long Beach, CA. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, employing an Investment Committee that uses qualitative and quantitative research to construct diversified portfolios.

Mark Janci is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2005. He holds Series 63 and Series 65 licenses and is based in Bellevue, WA. Halbert Hargrove Global Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other institutions. The firm employs a formal Investment Committee that uses a documented analytical framework integrating qualitative and quantitative analysis, offering a range of investment vehicles and a digital advisory platform for smaller accounts.

Brian Spinelli is a CFP® and Series 66 professional with 20 years of industry experience. He has been with Halbert Hargrove in Long Beach, CA since 2006. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a multi-advisor platform and a qualitative and quantitative investment process.

Tuesday Kendrick is a Series 65 credentialed advisor at Halbert Hargrove with three years of industry experience. Prior to joining Halbert Hargrove, Kendrick held roles in various nonfinancial settings including hospitality and nonprofit organizations. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a discretionary, fee-only investment management approach supported by an Investment Committee and offers services including financial planning, consulting, and retirement plan advisory.

Brenden Melrose is a CFP® and holds a Series 65 license with 14 years of experience in the financial industry. He has been with Halbert Hargrove since 2014, currently serving as an advisor at their Long Beach, CA office. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a multi-advisor platform and an Investment Committee that combines qualitative and quantitative research to construct diversified portfolios.

Julianne Copeland is a financial advisor at Halbert Hargrove with one year of industry experience. She holds a Series 65 credential and has previously worked at Modern Money and California State University of Long Beach. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee with a documented analytical framework to guide its investment decisions, combining qualitative and quantitative methods across a range of investment vehicles.

Michelle White is a financial advisor with Halbert Hargrove in Long Beach, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has been with Halbert Hargrove since 1998. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary, fee-only investment management and financial planning through a multi-advisor platform, employing a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Zachary Alloway is a financial advisor at Halbert Hargrove with a Series 65 credential and one year of industry experience. His prior work includes roles at Buona Tavola and Cal Poly, San Luis Obispo. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, utilizing a research-driven approach to build diversified portfolios across various asset classes.

John Esparza is a Series 65-licensed financial advisor at Halbert Hargrove with two years of industry experience. His background includes roles at the University of Arizona, Caci, and service in the California National Guard and United States Army. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to guide investment decisions across a range of asset types.

Samantha Garcia is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has been with Halbert Hargrove since 2018 and previously worked at Asset Planning, Inc. from 2014 to 2018. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management combined with financial planning and retirement plan services, using a committee-based approach to construct diversified portfolios across various asset classes.

Patrick Kujawa is a financial advisor at Halbert Hargrove Global Advisors with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Halbert Hargrove since 2012, following prior roles at Denk Strategic Wealth Partners and O'Shaughnessy Asset Management. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management, financial planning, and retirement plan services, utilizing both qualitative and quantitative research to build diversified portfolios across various asset classes.

Kelli Kiemle is a financial advisor at Halbert Hargrove with 19 years of industry experience. She holds a Series 66 designation and has worked at Halbert Hargrove since 2012. Halbert Hargrove Global Advisors serves high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $4.2 billion across a multi-advisor platform. The firm provides discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services.

Anthony Skvarka is a CFP® with 22 years of industry experience, currently with Halbert Hargrove in Long Beach, CA. He has been with the firm since 2004, totaling 18 years in his current role. Halbert Hargrove Global Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, managing approximately $4.2 billion. The firm offers discretionary, fee-only investment management alongside financial planning, consulting, and retirement plan services through a multi-advisor platform.

Craig Cross is a Series 63 licensed advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 1998, totaling 37 years of industry experience. His role includes providing investment counseling and wealth management services. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management supported by a multi-advisor platform and employs a research-driven Investment Committee to construct diversified portfolios across various asset classes.

Stephen Bedikian is a financial advisor at Halbert Hargrove with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. He also serves on the investment committee for St. James Episcopal Church’s endowment. Halbert Hargrove Global Advisors provides discretionary, fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm manages approximately $4.2 billion through a multi-advisor platform that emphasizes diversified portfolios and independent manager selection.

Timothy Kohler is a financial advisor at Halbert Hargrove with 12 years of industry experience. He holds a Series 65 designation and has been with Halbert Hargrove since 2014. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, employing a research-driven approach and a range of investment vehicles.

Steven Klosterman is a financial advisor at Halbert Hargrove with 31 years of industry experience. He has been with Halbert Hargrove since 2006 and holds a Series 63 designation. Outside of his advisory role, he serves as chairman of Klosterman Capital Corporation, a back-office support company, and is a general partner in the Klosterman Family Partnership, which invests in real estate and securities. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform. The firm offers discretionary, fee-only investment management and financial planning services, utilizing an Investment Committee to oversee diversified portfolios and employing both independent managers and controlled AI tools in their process.

Anthony Delane is a CFP® professional with 11 years of industry experience, currently serving at Halbert Hargrove since 2016. Prior to joining Halbert Hargrove, he worked at UBS Financial Services. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services through a multi-advisor platform.

Nickolas Strain is a CFP® with 20 years of industry experience and has been with Halbert Hargrove since 2005. He holds Series 63 and Series 66 licenses and is based in Valencia, CA. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory services. The firm employs a formal Investment Committee and a documented analytical framework, combining qualitative and quantitative methods to implement diversified allocations across various investment vehicles.

John Abusaid is a financial advisor at Halbert Hargrove with 19 years of industry experience. He holds a Series 66 designation and has been with Halbert Hargrove Global Advisors since 2004. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative analysis to manage portfolios across a variety of investment vehicles.

Craig Eissler is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. He is affiliated with Halbert Hargrove and Langley, O'Grady & Associates, where he serves as a marketing associate for a CPA firm outside of his advisory role. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform offering discretionary, fee-only investment management, financial planning, and consulting services. The firm employs an Investment Committee to develop diversified portfolios using qualitative and quantitative research and incorporates independent managers and controlled use of AI tools in its investment process.

Katelyn Watts is a financial advisor at Halbert Hargrove with three years of industry experience. She holds a Series 65 designation and has been with Halbert Hargrove since 2020. Prior to joining the firm, she worked at Stich and Feather Inc. and completed her studies at California State University, Long Beach. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services, employing a research-driven investment process vetted by an Investment Committee.

Russell Hill is a CFP® with 37 years of industry experience and has been an advisor at Halbert Hargrove since 1998. He holds the Series 63 designation and serves as President, Chief Compliance Officer, and Investment Counselor at Halbert Hargrove/Russell LLC. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, using an Investment Committee to build diversified portfolios incorporating equities, fixed income, and alternative strategies.

Edwin Langley Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2011. He is also a certified public accountant and principal owner of Langley & Associates, a CPA firm he has operated since 1979. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a multi-advisor platform offering discretionary, fee-only investment management combined with financial planning and consulting services, utilizing a disciplined investment process overseen by an Investment Committee.

Taylor Sutherland is a Certified Financial Planner™ with 22 years of industry experience, currently serving as an advisor at Halbert Hargrove since 2012. He holds the CFP®, Series 63, and Series 65 designations and is based in Long Beach, California. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform. The firm offers discretionary, fee-only investment management, financial planning, consulting, and retirement plan services, utilizing a committee-driven process and a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies.

Ross Langley is a CFP® professional with 17 years of industry experience. He has been with Halbert Hargrove since 2011 and also operates Langley & Associates, a certified public accounting practice. Halbert Hargrove Global Advisors serves a diverse client base including high-net-worth individuals, pensions, trusts, and charitable organizations, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management and financial planning, employing an Investment Committee to construct diversified portfolios using a wide range of asset classes and investment strategies.

Cecilia Williams is a CFP® with 20 years of experience in financial advising, currently serving at Halbert Hargrove. She has been with Halbert Hargrove since 2006, holding various roles within the firm. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, offering discretionary, fee-only investment management, financial planning, and retirement plan services to individuals, trusts, corporate entities, and charitable organizations. The firm employs a committee-driven investment process that utilizes both qualitative and quantitative research to construct diversified portfolios.

Joshua Robbins is a CFP® with eight years of industry experience, currently serving as a financial advisor at Halbert Hargrove Global Advisors since 2022. He previously worked at Robert W Baird from 2015 to 2022. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, using a formal Investment Committee and a documented analytical framework to guide investment decisions.

Jennifer Caravello is a financial advisor with Halbert Hargrove in Bellevue, WA, holding a Series 65 designation and with 10 years of industry experience. She has been with Halbert Hargrove since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee with a documented analytical framework and combines qualitative due diligence with quantitative testing to manage allocations across various asset types.

Kylie Schwartz is a financial advisor at Halbert Hargrove with one year of industry experience. She holds a Series 65 credential and has worked in various roles including positions at California State University, Long Beach and several hospitality establishments. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, institutions, and charitable organizations through discretionary, fee-only investment management and financial planning services. The firm uses a committee-driven investment process combining qualitative and quantitative research to build diversified portfolios and integrates both traditional and alternative investment strategies.

Cyrus De Reu is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2022. His prior work includes roles at Doordash, Nike, Inc., and Azusa Pacific University. Halbert Hargrove Global Advisors manages approximately $4.2 billion for a diverse clientele, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary, fee-only investment management coupled with financial planning and retirement plan services, utilizing a multi-advisor platform with an investment committee that employs both qualitative and quantitative research methods.

Shane Cummings is a CFP® professional with 19 years of industry experience and has been with Halbert Hargrove since 2006. He holds the Series 66 designation and is based in Long Beach, CA. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities, offering discretionary, fee-only investment management, financial planning, and retirement plan services. The firm employs a multi-advisor approach supported by an Investment Committee that uses both qualitative and quantitative analysis to develop diversified portfolios across various asset classes.

Julia Pham is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Halbert Hargrove since 2015. She is based in Long Beach, CA. Halbert Hargrove Global Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other institutions. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative methods, offering both active and passive investment options alongside a digital advisory platform for smaller accounts.

Tyler Gilley is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has been with Halbert Hargrove Global Advisors, LLC since 2015. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing an Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis.

James Ahn is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Halbert Hargrove Global Advisors, where he has worked since 2012. He holds the Series 66 designation and is based in Long Beach, CA. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing a documented analytical framework and combining qualitative and quantitative methods in its investment process.