Our Team

Our Team

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Our Leadership

The combined experience, credentials, and knowledge of our leadership team allows the financial professionals in our firm to provide top-quality, cost-effective financial strategies, designed to help our clients realize their financial goals.

Equitable Advisors has been helping our clients plan for their best financial future, using a team approach for over 150 years.

George Chammas

Executive Vice President Norcal/Hawaii

415-276-2168

georges.chammas@equitable.com

James (JD) Skilling

Senior Vice President Norcal/Hawaii

(925) 951-1144

james.skilling@equitable.com

Lee Yamane

Sr. Branch Controls Manager

(808) 441-5102

Lee.Yamane@equitable.com

Julian Beal

Branch Controls Manager

4152762127

julian.beal@equitable.com

Markus De Jesus

Vice President NoCal/Hawaii

415.276.2204

Markus.dejesus@equitable.com

Kristopher Ho

Vice President NoCal/Hawaii

(415) 276-2107

Kristopher.Ho@equitable.com

Michael Miura

Vice President NoCal/Hawaii

(808) 441-5130

michael.miura@equitable.com

Tyler O'Campo

Vice President NoCal/Hawaii

(415) 276-2210

Tyler.Ocampo@equitable.com

Ashlynn Mohan

Vice President NoCal/Hawaii

(916) 850-2051

ashlynn.mohan@equitable.com

Matthew Wang

Vice President NoCal/Hawaii

(415) 276-2133

matthew.wang@equitable.com

Willem Kruse

Vice President NoCal/Hawaii

(415) 276-2122

willem.kruse@equitable.com

Our Financial Professionals

Working with one of our financial professionals can give you the confidence to see your way to the financial future you want. With offices conveniently located across Northern California and Hawaii, we are easily accessible to help meet our clients’ needs.
We offer in-depth knowledge and financial strategies to help you design and implement your optimal wealth management strategy. Our team of financial professionals helps ensure that the many areas of your financial life are addressed and coordinated.

Aiden Simons

Financial Advisor

(925) 951-1143

Aiden.Simons@equitable.com

Alan Williamson

Financial Consultant

(408) 779-5600

Alan.Williamson@equitable.com

Alex Lakovetsky

Financial Professional

(415) 276-2123

Alex.Lakovetsky@equitable.com

Alex Day

Financial Consultant

415-276-2195

alexander.day@equitable.com

Alexander Wright

Financial Advisor

415-276-2194

alexander.wright@equitable.com

Allan Dong

Financial Consultant

415-276-2125

Allan.Dong@equitable.com

Ana De Loizaga

Financial Advisor

(415) 276.2229

ana.deloizaga@equitable.com

Andrew Minker

Financial Consultant

(408) 559-6015

andrew.minker@equitable.com

Anna Kim

Financial Consultant

808-441-5202

anna.kim@equitable.com

Anne Briggs

Financial Consultant

415-276-2120

Anne.Briggs@equitable.com

Annie Massey

Financial Advisor

(808) 441-5101

Anna.Massey@equitable.com

Anthony Trias, CFP

Financial Advisor

(415) 479-1777

Anthony.Trias@equitable.com

Anthony Arch

Financial Consultant

(408) 537-0527

Anthony.Arch@equitable.com

Ashli Sasano

Financial Consultant

(808) 441-5165

Ashli.Sasano@equitable.com

Ashlynn Mohan

Vice President NoCal/Hawaii

(916) 850-2051

ashlynn.mohan@equitable.com

Ashot Minasyan

Financial Consultant

(925) 951-1148

ashot.minasyan@equitable.com

Atomman Kimm

Financial Consultant

(808) 441-5186

Atomman.Kimm@equitable.com

Austin Todd

Financial Advisor

(415) 276-2149

Austin.Todd@Equitable.com

Avedis Buyuker

Financial Consultant

(925) 951-1163

avedis.buyuker@equitable.com

Brandon Nakamura

Financial Consultant

(415) 276-2153

Brandon.Nakamura@equitable.com

Brandon Williams

Financial Advisor

(916) 805-8694

Brandon.Williams@equitable.com

Brendan McGrath

Financial Consultant

(415) 276-2215

(415) 391-8538

brendan.mcgrath@equitable.com

Brett Villaume

Financial Advisor

415-276-2279

brett.villaume@equitable.com

Caitlyn Reed

Financial Consultant

415-276-2124

caitlyn.reed@equitable.com

Casey Gunter

Financial Consultant

(916) 805-8704

Casey.Gunter@equitable.com

Christian Lai

Financial Advisor

(808) 441-5108

christian.lai@equitable.com

Christopher Mansfield

Financial Advisor

(415) 276-2139

Christopher.Mansfield@Equitable.com

Christopher Lee

Financial Advisor

(415) 276-2180

Christopher.Lee1@equitable.com

Cicely Jones

Financial Consultant

(415) 276-2135

cicely.jones@equitable.com

Colby Hall

Financial Advisor

(925) 951-4785

colby.hall@equitable.com

Collin Kahal

Financial Consultant

(415) 276-2134

collin.kahal@equitable.com

Cortney Williams, CFP

Financial Consultant

(916) 614-7637

Cortney.Williams@equitable.com

Darwin Yoshioka

Financial Professional

(808) 222-1007

darwin.yoshioka@equitable.com

David O'Connor

Financial Consultant

(808) 441-5131

david.oconnor@equitable.com

David Parry

Financial Consultant

(808) 320-3805

David.Parry@equitable.com

Dillon Horner

Financial Advisor

(415) 276 2159

Dillon.Horner@equitable.com

Dylan Holborn-Welsh

Financial Consultant

(415) 276-2116

Dylan.Holborn-Welsh@equitable.com

Erik Carlson

Financial Consultant

916-294-4423

Erik.Carlson@equitable.com

Ethan Elmore

Financial Consultant

(415) 276-2144

ethan.elmore@equitable.com

Ethan Burak

Financial Advisor

(415) 276 2289

ethan.burak@equitable.com

Eugene Drzymala

Financial Consultant

(808) 441-5185

Eugene.Drzymala@Equitable.com

George Chammas

Executive Vice President Norcal/Hawaii

415-276-2168

georges.chammas@equitable.com

Gianni Farese

Financial Consultant

415-276-2158

gianni.farese@equitable.com

Giuseppe Benedetti

Financial Advisor

415 276-2179

giuseppe.benedetti@equitable.com

Glen Nomura, CFP, ChFC, CLU

Financial Consultant

(808) 441-5143

Glen.Nomura@equitable.com

Jack Choi

Financial Professional

415-409-6525

Jack.Choi@equitable.com

Jackson Roberts

Financial Consultant

(415) 276-2192

Jackson.Roberts@equitable.com

Jacob Birch

Financial Advisor

916-805-8697

Jacob.Birch@equitable.com

James DiSerio

Financial Consultant

209-952-2222

James.DiSerio@equitable.com

James (JD) Skilling

Senior Vice President Norcal/Hawaii

(925) 951-1144

james.skilling@equitable.com

Jennifer Dailey

Financial Consultant

415-409-6525

Jennifer.Dailey@equitable.com

Jennifer Littlefield

Financial Consultant

(916) 614-7637

jennifer.littlefield@equitable.com

Jeremy Lea

Financial Consultant

415-276-2265

jeremy.lea@equitable.com

Johnathan Mirabelli

Financial Consultant

916-294-4406

Johnathan.Mirabelli@equitable.com

Jonathan Hardisty

Financial Consultant

(916) 805-8693

Jonathan.Hardisty@equitable.com

Joseph Theam

Financial Consultant

(415) 944-9331

joseph.theam@equitable.com

Jubie Lin

Financial Professional

(808) 441-5118

Jubie.Lin@equitable.com

Justin Akai

Financial Professional

(808) 441-5115

justin.akai@equitable.com

Karl Silva

Financial Consultant

(916) 294-4410

Karl.Silva@equitable.com

Kenneth Barnes

Financial Consultant

(808) 441-5111

kenneth.barnes@equitable.com

Kent Kamita

Financial Professional

(808) 441-5109

kent.kamita@equitable.com

Khoan Chau

Financial Professional

510-465-7841

khoan.chau@equitable.com

Kristopher Ho

Vice President NoCal/Hawaii

(415) 276-2107

Kristopher.Ho@equitable.com

Kyle Peters

Financial Consultant

(925) 951-1164

kyle.peters2@equitable.com

Kyle Stearns

Financial Consultant

(808)-441-5175

kyle.stearns@equitable.com

Leo Jacobo

Financial Consultant

415-659-0221

leo.jacobo@equitable.com

Li Huang

Financial Advisor

(916) 294-4430

Li.Huang@equitable.com

Lisa Petz

Financial Advisor

415.276.2196

Lisa.Petz@equitable.com

Logan Sutter

Financial Advisor

(415) 276-2224

logan.sutter@equitable.com

Lucas Sam

Financial Consultant

(415)-276-2131

Lucas.Sam@equitable.com

Manuel Dayao

Financial Consultant

808-239-2378

manuel.dayao@equitable.com

Mark Blevins

Financial Consultant

(415) 276-2157

Jonathan.Blevins@equitable.com

Markus De Jesus

Vice President NoCal/Hawaii

415.276.2204

Markus.dejesus@equitable.com

Marlene Halim

Financial Advisor

(808) 441-5139

Marlene.Halim@equitable.com

Matthew Wang

Vice President NoCal/Hawaii

(415) 276-2133

matthew.wang@equitable.com

Micah Yoshino

Financial Consultant

(808) 441-5136

Micah.Yoshino@equitable.com

Michael DiSerio

Financial Professional

209-952-2222

michael.diserio@equitable.com

Michael Dooher, CFP®

Financial Consultant

925-951-1141

michael.dooher@equitable.com

Michael James

Financial Consultant

(415) 276-2143

michael.james@equitable.com

Michael Miura

Vice President NoCal/Hawaii

(808) 441-5130

michael.miura@equitable.com

Michael Schuler

Financial Consultant

916-614-7637

michael.schuler@equitable.com

Michael Bartolozzi

Financial Advisor

(415) 276-2241

Michael.Bartolozzi@equitable.com

Nathan Cobert

Financial Consultant

415-479-1777

Nathan.Cobert@equitable.com

Nicolas Perez

Financial Advisor

(415) 276-2181

Nicolas.Perez@equitable.com

Niko Gutierrez

Financial Consultant

415-276-2250

niko.gutierrez@equitable.com

Orion Richardson

Financial Consultant

(415) 276-2161

orion.richardson@equitable.com

Peter Dobrus

Financial Consultant

415-276-2121

Peter.Dobrus@equitable.com

Preston Rodriguez

Financial Consultant

(415) 276-2208

Preston.Rodriguez@Equitable.com

Racquel Nakata, CFP

Financial Professional

(808) 441-5151

racquel.nakata@equitable.com

Randy Yamada, CFP, ChFC, CLU

Financial Consultant

(808) 441-5177

Randy.Yamada@equitable.com

Ravi Tarekere, CFA, CPA

Financial Consultant

(925) 951-1138

ravi.tarekere@equitable.com

Raymond Gibson

Financial Professional

(415) 269-3338

raymond.gibson@equitable.com

Raymond Preston

Financial Consultant, Retirement Planning Specialist

(925) 951-1147

Raymond.Preston@equitable.com

Rebekah Jager

Financial Consultant

707-245-1638

rebekah.jager@equitable.com

Rex Moar

Financial Consultant

(415) 276-2140

rex.moar@equitable.com

Ricardo Medrano Narvaez

Financial Consultant

(408) 836-6755

ricardo.medranonarvaez@equitable.com

Richard Patrick

Financial Advisor

(415) 276-2174

Richard.Patrick@equitable.com

Robert Winder

Financial Consultant

(415) 276-2117

Robert.Winder@Equitable.com

Robert Knoll

Financial Professional

(925) 765-9066

Robert.Knoll@Equitable.com

Rose Lakalaka

Financial Consultant

(808) 441-5140

Rose.Alama@equitable.com

Ryan Oda

Financial Consultant

(415) 276-2166

ryan.oda@equitable.com

Ryan Kono

Financial Consultant

808 441 5125

ryan.kono@equitable.com

Ryan Ta

Financial Consultant

(415) 276-2298

ryan.ta@equitable.com

Samm Hannula

Financial Advisor

(925) 951-1153

Samm.Hannul@equitable.com

Scott Hilbert

Financial Consultant

(916) 359-1055

Scott.Hilbert@equitable.com

Scott Klein, CFP

Financial Consultant

(925) 963-0169

scott@guardrailfinancial.com

Sean Prior

Financial Consultant

415-276-2170

sean.prior@equitable.com

Shawn Hamada

Financial Consultant

808-441-5201

shawn.hamada@equitable.com

Sidney Sall

Financial Professional

(415) 276-2150

Sidney.Sall@equitable.com

Stephan Garate

Financial Consultant

(415) 276.2220

Stephan.Garate@equitable.com

Stephen Hardisty

Financial Consultant

(916) 805-8692

Stephen.Hardisty@equitable.com

Steven Horowitz

Financial Professional

(415) 409-6525 x 20

Steve.Horowitz@equitable.com

Susan Vidalon-Suzuki

Financial Consultant

(415) 810-3653

Susan.Vidalon-Suzuki@equitable.com

Teman Goller

Financial Advisor

(916) 805-8700

Teman.Goller@equitable.com

Therynn Winberry

Financial Advisor

916 805-8695

therynn.winberry@equitable.com

Travis Loso

Financial Professional

808-441-5116

travis.loso@equitable.com

Travis Engler

Financial Consultant

(510) 410-8440

Travis.Engler@equitable.com

Trevor Borgschatz

Financial Consultant

(916) 805-8698

trevor.borgschatz@equitable.com

Tyler O'Campo

Vice President NoCal/Hawaii

(415) 276-2210

Tyler.Ocampo@equitable.com

Tyler Christianson

Financial Advisor

(925) 464-2738

tyler.christianson@equitable.com

Vanessa Richie

Financial Advisor

916- 294-4431

vanessa.richie@equitable.com

Vianney Verzola

Financial Advisor

(925) 951-1156

Vianney.Verzola@equitable.com

Wai-Cheuk (Johnny) Chan

Financial Consultant

510-839-0026

waicheuk.chan@equitable.com

Willem Kruse

Vice President NoCal/Hawaii

(415) 276-2122

willem.kruse@equitable.com

Our Staff

You can always depend on the professionalism and experience of our dedicated staff members. Their job is to support you and help you reach your goals.