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Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sound advice drawing from nearly two decades of professional experience in the financial services industry.

As a Wealth Management Advisor at Foronjy Financial, Casey brings his depth of industry knowledge, strong work ethic, and his positive attitude to the team.

As Wealth Manager Assistant Chris has a wide variety of responsibilities including Client Service, Account Rebalancing, Compliance Supervision, and Firm Operations. He also holds the designation of Chartered Financial Analyst (CFA®).

As the Director of Client Relations at Foronjy Financial, Jennifer focuses her time and energy on creating an authentic, world class experience for all clients.

Olivia serves as a Wealth Manager Assistant in our Santa Barbara office where her duties include client outreach, compliance oversight and account maintenance. Olivia graduated from Westmont College where she studied Economics and Business.