Meet the Churchill Management Group Team

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®

Client Service Vice President

Brad Rodgers

Client Service Vice President

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

Client Service Vice President

Joseph D. McLaughlin

Client Service Vice President

Joshua Lawson

Client Service Vice President

Manny Romasanta

Client Service Vice President

Matthew Anderson

Client Service Vice President

Maximus Nguyen

Client Service Vice President

Michael Carbone

Client Service Vice President

Michael Flynn

Regional Vice President

Michael L. Friedman

Client Service Vice President

Nick Radtke

Client Service Vice President

Nicholas J Dewsnap

Client Service Vice President

Richard John Mazzola

Regional Vice President

Ryan Formanek

Client Service Vice President

Randy G. Ickler

Client Service Vice President

Will Abram, CFP®

Client Service Vice President

Andrea Rhinehart

Senior Vice President, Operations

Yong Chon

Director of Accounting

David Lee

Director of I.T.

Moya Higgins

Director of Business Services

Kelly Scott

Director of Marketing

Nicole Manning

Operations Manager

Nancy Velasco

New Accounts Manager

Patty A. Villa

Billing Manager

Tina Vartanian

Administrative Support Manager

Irene Co

Human Resources Generalist

Annie Lu

Assistant Accounting Manager

Tonnette Patterson

Compliance Analyst

Boris Bunin

Sales Support Team Manager

Janet Garcia

Sales Support Team Manager

Abid Shaw

National Support Team Manager

David Tse

Senior Portfolio Manager

Robert Peterson

Senior Portfolio Manager

Koji Kastner

Director of Trading

J. Sebastian Cheng

Senior Fixed Income Trader

Howard Huang

Senior Equity Trader

Scott M. Perkins, MSTax, MBA, CFP®

Senior Financial Planner

Randy C. Conner, MBA

Vice Chair

Eileen A. Holmes

Special Advisor – Finance & Accounting

Ted L. Fern

Vice Chair – Legal Counsel

Ryan M. Murphy

Managing Director

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