Our Culture & Team

Our Culture

Our Culture

Monterey Private Wealth believes in service above self.  This spirit of generosity remains a common thread in our organization.  Whether it is giving of our time, talent or treasure, we share a heart of service.  By committing ourselves to being lifelong learners, we find solutions to complex situations.

Our culture of honor creates an environment where differences are strengthened toward solutions. We empower our team members to develop professionally, while engaging as a stakeholder in the community.  We honor each relationship, knowing strong relationships make for stronger communities.  We are valued for our contribution, not by our position. 

Team work makes the dream work.” 

 Left to right: Top row: Spencer Lloyd, Mark Kooiman, Cris Cabanillas, Gary Alt, Zach Harney. 

Bottom row: Anne Hepfl, Julie Garcia, Julie Roth, Hannah Rogge, Lisa DeVille, Hannah Fortunato. 

Not Pictured: Steve Merrell

Meet Our Team

Cristofer A.   Cabanillas

Cristofer A. Cabanillas

Partner, President and CEO

Gary E.D.  Alt

Gary E.D. Alt

Partner, Co-founder and Chief Financial Officer

Steven C.  Merrell

Steven C. Merrell

Partner, Co-Founder, and Chief Investment Officer

Hannah  Rogge

Hannah Rogge

Senior Wealth Manager

Mark  Kooiman

Mark Kooiman

Senior Wealth Manager

Julie  Roth

Julie Roth

Wealth Manager

Spencer  Lloyd

Spencer Lloyd

Wealth Manager

Zachariah  Harney

Zachariah Harney

Wealth Manager

Anne  Hepfl

Anne Hepfl

Operations Manager

Lisa  De Ville

Lisa De Ville

Client Services Manager

Julie  Garcia

Julie Garcia

Client Service Associate

Hannah  Fortunato

Hannah Fortunato

Advisor Support and Operations Assistant

Marlene Alcazar

Marlene Alcazar

Advisor Support and Operations Assistant