ONE Wealth Directory

Executive Management Team

Jeremy Dicker

Senior Vice Presidents & Vice Presidents

TJ Pearce, CFP®

Anne Crabbe CFP®

Kitty Hoffman

Financial Analyst Team

Ryan Cleary

Thomas Hughes

Brandon Tesar

David Tuason

Client Services Team

Jasmine Medina

Katrina Zydowicz

Melissa Crutchfield

Renee Athey

Dana Roden

Isabel Fong Wu

Strategic Relationships

Robert Hoopis

Kelly Kidwell

Eric McDermott

Matt Shipman

Misty Weltzien

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