Our Team

Cheryl Marquez

Cheryl Marquez, CFP^®

Partner, Wealth Advisor

cmarquez@wradvisors.com

Brian Hsieh

Brian Hsieh, CMFC^®

Partner, Wealth Advisor

bhsieh@wradvisors.com

Steve Berglund

Steven D. Berglund, MBA

Wealth Advisor

sberglund@wradvisors.com

David Lytle

David Lytle, CMFC^®

Wealth Advisor

dlytle@wradvisors.com

Katie Bogue

Katie (Keay) Bogue

Practice Manager

kkeay@wradvisors.com

Sharon Gill

Sharon Gill

Administrative Assistant

sgill@wradvisors.com