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Our Team

<!--1--><u>Leadership Team</u>

Jimmy Barnes

Jimmy Barnes

CEO

Scott Maitland CFP® MSFS ChFC, CLU

Scott Maitland CFP® MSFS ChFC, CLU

Managing Partner, Montana

Fax Number: 503-227-0971
Phone: 503-227-4817
Mobile: 503-957-3691
Email: scott@mountainpeakws.com

Michael Byrne

Michael Byrne

Managing Partner, California

Pieter  Olree

Pieter Olree

Insurance Brokerage Partner

Phil Jones

Phil Jones

Vice President, Finance & Operations

David Dai

David Dai

Managing Director, California

Steven Liu

Steven Liu

Managing Director, California

Lillian Zhou

Lillian Zhou

Office Administrator

Marlene  Cendejas

Marlene Cendejas

Marketing Coordinator

<!--2--><u>Kalispell, Montana Office</u>

Luke Bentz

Luke Bentz

Financial Services Professional

David  Curtin

David Curtin

Financial Services Professional

Ramon Gomez

Ramon Gomez

Financial Services Professional

Nik  Killoran

Nik Killoran

Financial Services Professional

Melissa  Lipscomb

Melissa Lipscomb

Financial Services Professional

Katie Littlefield

Katie Littlefield

Financial Services Professional

Jared  Zuege

Jared Zuege

Financial Services Professional

<!--3--><u>Portland, Oregon Office</u>

Audrey  Grimes

Audrey Grimes

Client Service Manager

Hans  Manseth CFP®, RICP®

Hans Manseth CFP®, RICP®

Financial Advisor

<!--4--><u>True Path Financial - Irvine, CA Office</u>

Ryan Logan CFP, CFBS

Ryan Logan CFP, CFBS

Financial Services Professional

Fax Number: 949-332-1118
Phone: 949-444-5059
Mobile: 714-584-0222
Email: ryanlogan@ralfinancial.com

Tyler Ostrovsky

Tyler Ostrovsky

Financial Services Professional

Mark Jacoby, CIMA®

Mark Jacoby, CIMA®

Financial Advisor

Melissa Northway

Melissa Northway

Financial Services Professional

Cameron Winchel

Cameron Winchel

Financial Services Professional

Vivia Strome

Vivia Strome

Financial Advisor

Adrian Gomez

Adrian Gomez

Financial Services Professional

Lorne Jackson

Lorne Jackson

Financial Services Professional

Jeffrey Wolfe

Jeffrey Wolfe

Financial Advisor

Isabella  Castiglione

Isabella Castiglione

Financial Services Professional

Robert Contreras

Robert Contreras

Financial Services Professional

Viola Fang

Viola Fang

Financial Services Professional

Garrett Gonzalez

Garrett Gonzalez

Financial Services Professional

Britton  Hammock

Britton Hammock

Financial Advisor

Jamal Hansen

Jamal Hansen

Financial Services Professional

Teresa Mejia

Teresa Mejia

Financial Services Professional

Jeffrey  Parmer

Jeffrey Parmer

Financial Services Professional

Marisa  Roche

Marisa Roche

Financial Services Professional

Joe Russo

Joe Russo

Financial Services Professional

Matthew Stubblefield

Matthew Stubblefield

Financial Advisor

Lihong Tang

Lihong Tang

Financial Services Professional

Samuel Zhou

Samuel Zhou

Financial Services Professional

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