Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about your financial plan, investment account or insurance program, please don't hesitate to contact us.

Photo of Wealth Management Advisor Hugo M Alves

Hugo M Alves

CFP®

Wealth Management Advisor

Photo of Director of Wealth Management Services Jonathan Piazza-Harper

Jonathan Piazza-Harper

CFP®

Director of Wealth Management Services

C H

Cameron Hodgkins

Director of Operations

Photo of Financial Planning Analyst Samuel F Bowers

Samuel F Bowers

Financial Planning Analyst

Sam joined our team in 2021, after moving from Northwestern Mutual's Downtown Los Angeles office.

He supports our team in multiple areas including insurance strategies, client communications, marketing, and the construction of financial models and analyses.

Prior to joining the team, Sam managed Sales & Marketing for a couple different Legal Recruiting firms in LA, before transitioning to the financial services industry in 2019. Sam graduated from the University of Southern California with a degree in International Relations & Global Business. He is an accomplished pianist, avid traveler, enjoys playing tennis, and spending times with family and friends.