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Our Team
Michael D. Nestman
, CFP®, AIF®
Managing Director | Partner
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Todd S. Udall
, CPA
Managing Director | Partner
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Thomas (Tom) M. Udall
, CPA
Managing Director | Partner
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Alan G. Erickson
, CPA
Managing Director | Partner
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Curtis Udall
, CPA
Managing Director | Partner
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Josh Robinson
, CFP®
Director of Investments and Planning
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Brian Stoker
Director of Advanced Retirement Planning
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Fraser E. Inouye
, CPA
Wealth Advisor
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Thania P. Ayala
Director of Operations
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Jessica Snyder-Contreras
Client Relationship Manager
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