ONE Wealth Directory

Executive Management Team

Jeremy Dicker

David Krouse, CFP®

Senior Vice Presidents & Vice Presidents

David Krouse, CFP®

Linda Nolan

Max Pashman, CFP®

TJ Pearce, CFP®

Anne Crabbe CFP®

Financial Analyst Team

Ryan Cleary

Thomas Hughes

Brandon Tesar

David Tuason

Client Services Team

Isabel Fong Wu

Jasmine Medina

Vanessa Meza

Melissa Crutchfield

Renee Athey

Strategic Relationships

Robert Hoopis

Kelly Kidwell

Eric McDermott

Matt Shipman

Misty Weltzien

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