Joey Gonzales2018-07-05T19:14:26+00:00

Joey Gonzales

Operations Associate

Expertise: Process analyst, CRM enthusiast, and energetic problem solver who “solves the unsolvable.”

Serves clients to the highest degree: Enjoys creating processes that drive efficiency and provide an outstanding client experience.

Acquired wisdom: More than 10 years of experience working for both boutique and large RIA firms focusing on complex challenges.

Aspires to: Be the next ‘Samurai Gourmet’ when he retires.

Finds balance: Perfecting his 10K run on the weekends, while listening to Def Leppard and The Rolling Stones.

Fun Fact: Former art student who had dreams of becoming a Cartoonist/Animator for Disney.

Herman KongMark IwamotoRhonda DucoteBenjamin LauLandon Yoshida
William PughChris WhitakerKayla RuizJosh GarlandLaura DeVore
Jennifer OlsonAlan AhmatovicShawn CovarrubiasJoey GonzalesLindsay Duran