National Resources

Heather  Birkin

Heather Birkin

Compliance Associate

Michael  Byun

Michael Byun

Designated Supervisor

Disney Cachero

Disney Cachero

Senior Accountant, Human Resource Administrator

Deborah L. Clark

Deborah L. Clark

Director of Operations

Grace Clippinger

Grace Clippinger

Accounting Assistant

Christopher M. Donnelly

Christopher M. Donnelly, QPFC

Managing Director, Advisory Services

Kathryn  Downs

Kathryn Downs

Event Coordinator

Mark Hendrickson

Mark Hendrickson, CPA, CFA

Chief Financial Officer

Chris Krall

Chris Krall

Executive Assistant

Valerie  McKellar

Valerie McKellar

Investment Analyst

Christina  Pao

Christina Pao

Senior Advisory Services Associate

Zack  Smith, CFP®

Zack Smith, CFP®

Financial Advisor