Your Team | Monterey Private Wealth

Left to right: Top row - Steve Merrell, Zach Harney, Cris Cabanillas, Ken Petersen, Mark Kooiman, Gary Alt, Julie Roth, Spencer Lloyd; Bottom Row - Anne Hepfl, Julie Garcia, Hannah Fortunato, Lisa De Ville, Hannah Rogge.

Gary E.D. Alt AIF®, CFP®

Steven C. Merrell CFP®, MBA, AIF®

Cristofer A. Cabanillas CFP®, AIF®, CIMA®

Hannah Rogge CFP®, AIF®, CIMA®

Mark Kooiman CFP®, AIF®, AAMS®

Julie Roth CFP®, AIF®

Zachariah Harney AIF®, CFP®, CIMA®

Spencer Lloyd CFP®

Lisa De Ville

Anne Hepfl

Julie Garcia

Hannah Fortunato

Kenneth B. Petersen Retired