Our Team

Our investment team averages over 27 years of experience as Investment Advisors.

John Goldberg, CFA

John is the firm’s Chief Investment Officer. He has over 20 years’ experience managing portfolios for institutions, mutual funds, nonprofit organizations and individual investors. John began his research career in 1992 in...

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Sandy Lowengart

Sandy is a seasoned veteran of the Investment Management industry with over 29 years of experience counseling families on preserving and growing their wealth. As a fiduciary to the firm’s clients, he is passionate about...

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Marshall White, CFP

Marshall White, CFP, grew up in Shasta County, California. He graduated in 1961 and 1963 from Humboldt State University with degrees in Wildlife Conservation. He then earned a graduate degree in Vertebrate Ecology from Purdue...

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John Mayerhofer, CPA, PFS

John has nearly 40 years of experience in the financial services industry. He has a particular interest in helping seniors plan for and enjoy their retirement years while assuring that they will not outlive their financial resources....

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