Our Team | Churchill Management Group | Financial Professionals

Since 1963, Churchill has helped clients create a personalized strategy to guide them toward their best path for long-term financial success.

Executive

Ali Kavianian, CFP®

Amy-Lynn Yeager

Blake Cecil, CFP®

Brad Rodgers

Bryan Bach

Bryan Turnbow

Connor McChesney

Don Richner, CFP®

Ed Levy

Garrett Alabado

Jeffrey Darien

Jeff Glozer

Joseph Maglio

Joseph D. McLaughlin

Joshua Lawson

Manny Romasanta

Matthew Anderson

Maximus Nguyen

Michael Carbone

Michael Flynn

Michael L. Friedman

Nick Radtke

Nicholas J Dewsnap

Richard John Mazzola

Ryan Formanek

Randy G. Ickler

Stephen Tyrrell

Will Abram, CFP®

Andrea Rhinehart

Senior Vice President, Operations

Yong Chon

Director of Accounting

David Lee

Director of I.T.

Moya Higgins

Director of Business Services

Kelly Scott

Director of Marketing

Nicole Manning

Operations Manager

Nancy Velasco

New Accounts Manager

Patty A. Villa

Billing Manager

Tina Vartanian

Administrative Support Manager

Irene Co

Human Resources Generalist

Annie Lu

Assistant Accounting Manager

Tonnette Patterson

Compliance Analyst

Boris Bunin

Sales Support Team Manager

Janet Garcia

Sales Support Team Manager

Abid Shaw

National Support Team Manager

David Tse

Executive Vice President, Director of Research

Robert Peterson

Senior Vice President

Koji Kastner

Director of Trading

J. Sebastian Cheng

Senior Fixed Income Trader

Howard Huang

Senior Equity Trader

Scott M. Perkins, MSTax, MBA, CFP®

Vice President, Director of Financial Planning

Fred A. Fern

Randy C. Conner, MBA

Eileen A. Holmes

Executive Vice President

Ted L. Fern

Executive Vice President & Director of Client Accounts

Ryan M. Murphy

Executive Vice President

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Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the Schedule F of Churchill’s Form ADV2 located in the Churchill Documents section of this website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Investment Risk
Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the Client. The Client understands these goals/guidelines are approximate and the actual amount invested in each asset class may vary considerably depending on Management’s assessment of market risk and the specific investment strategy chosen by the Client. At times, Churchill Management Group may choose to invest accounts, including accounts which have assets with a fixed income and equity goal/guideline, above the equity goal/guideline set by the Client, effectively adjusting the balance of the portfolio, as Churchill Management Group determines in its sole discretion, that under present market conditions so doing would be in the reasonable best interests of the portfolio. Churchill Management Group may employ defensive investment strategies notwithstanding Clients’ investment strategies and restrictions. Clients should understand that both Fully Invested and Tactical investment approaches come with the risk of loss. Fully Invested strategies are not concerned with overall market risks, staying invested even during bear markets. While Tactical strategies aim to reduce exposure prior to bear markets, no guarantee can be made as to success. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Financial Planning Services
Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing, and may include discussions of a client’s tax, insurance, employee benefits, estate planning and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax or accounting advice, and the client must rely on legal, insurance and accounting professionals for that advice and documentation.

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