Our Team | Churchill Management Group | Financial Professionals

Churchill helps clients create a personalized strategy to guide them toward their best path for long-term financial success.

Executive

Ali Kavianian, CFP®

Regional Vice President

Blake Cecil, CFP®

Senior Wealth Advisor

Brad Rodgers

Senior Wealth Advisor

Bryan Bach

Client Service Vice President

Bryan Turnbow

Regional Vice President

Connor McChesney

Regional Vice President

Don Richner, CFP®

Regional Vice President

Garrett Alabado

Regional Vice President

Jeffrey Darien

Regional Vice President

Jeff Glozer

Regional Vice President

Joseph Maglio

Senior Wealth Advisor

Joseph D. McLaughlin

Senior Wealth Advisor

Joshua Lawson

Senior Wealth Advisor

Manny Romasanta

Matthew Anderson

Senior Wealth Advisor

Maximus Nguyen

Senior Wealth Advisor

Michael Carbone

Michael Flynn

Regional Vice President

Michael L. Friedman

Senior Wealth Advisor

Nick Radtke

Senior Wealth Advisor

Nicholas J Dewsnap

Senior Wealth Advisor

Richard John Mazzola

Regional Vice President

Ryan Formanek

Senior Wealth Advisor

Randy G. Ickler

Senior Wealth Advisor

Will Abram, CFP®

Senior Wealth Advisor

Andrea Rhinehart

Director, Referral Channels

Yong Chon

Director of Accounting

David Lee

Director of I.T.

Moya Higgins

Director, Client Service

Kelly Scott

Manager, Marketing Strategy

Nicole Manning

Manager, Operations

Nancy Velasco

Manager, Operations

Patty A. Villa

Manager, Billing

Tina Vartanian

Manager, Service Management

Irene Co

Human Resources Generalist

Annie Lu

Assistant Accounting Manager

Tonnette Patterson

Compliance Analyst

Boris Bunin

Business Development Lead

Janet Garcia

Manager, Client Service

Abid Shaw

Business Development Lead

David Tse

Senior Portfolio Manager

Robert Peterson

Senior Portfolio Manager

Koji Kastner

Director, Portfolio Trading

J. Sebastian Cheng

Lead Portfolio Trader

Howard Huang

Lead Portfolio Trader

Scott M. Perkins, MSTax, MBA, CFP®

Director, Financial Planning

Randy C. Conner, MBA

Ted L. Fern

Vice Chair – Legal Counsel

Ryan M. Murphy

Managing Director

Home

Firm

Investment Management

Financial Planning

Perspectives

Client Services

Client Portal Login

Contact

Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the 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.

Standard & Poor’s 500, Russell iShares and Vanguard are trademarks of their respective owners and are not affiliated with Churchill and have not endorsed Churchill in any way.

Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), doing business as Churchill Management Group (“Churchill”). Focus Partners is an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011. On 07/01/25, Churchill merged with and into Focus Partners Wealth. Clients of Churchill assigned their advisory agreements to Focus Partners Wealth.

© 2026 Focus Partners Wealth, LLC. All rights reserved.