Family You Can Rely On
Your financial well-being deserves a trusted team of professionals committed to finding solutions that fit your unique needs.
"The information that financial planners have is very useful to attorneys and tax professionals - and when that information isn't being shared, the client loses. I wanted to create a seamless line of communication among all professionals to support the best outcome for your legacy."
Robert D. Chatterton, Jr.
Founder & President of Chatterton & Associates
Wealth Planning
Robert D. Chatterton
Financial Planner, CFP®
Kyle P. Schneider
Financial Planner, CFP®
Eric Y. Oh
Financial Planner, CFP®
Arrash B. Zare
Financial Planner, CFP®
Teresa De Luca
Director of Wealth Management, ChFC®
Kristine Ornelas
Sr. Client Relations Manager
Madison Sato
Client Account Manager
Anitha Graves
Client Account Manager
Rachel Wood
Client Account Manager
Trey Chatterton
Paraplanner
Tax Planning
David Hilliard
Director of Tax, EA
Justin Carr
Tax Professional, EA
Scott Lee
Tax Professional, CPA
Timothy Owens
Tax Professional, CPA
Patrick Fingerhut
Tax Specialist
Piper Howard
Tax Specialist
Zeid Hussain
Tax Specialist
Cameron Smith
Tax Specialist
Ty Lapena
Tax Specialist
Janet Harrison
Senior Tax Coordinator
Sierra Trujillo
Tax Coordinator
Diana Magaña
Tax Coordinator
Julie Malik
Staff Accountant
Nadin Ayad
Bookkeeper
Business Solutions
Chris Mazzuckis
Director of Business Development
Sophia Chatterton
Business Solutions Specialist, CEPA®
Ariale Gomez
Business Solutions Client Specialist
Marketing
Shanah Kitzerow
Director of Marketing
Ivy Cheng
Creative Lead in Marketing
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