Meet the Churchill Management Group Team

Since 1963, Churchill has helped clients create a personalized strategy to guide them toward their best path for long-term financial success.

Executive

Ali Kavianian, CFP®

Vice President

Amy-Lynn Yeager

Vice President

Brad Rodgers

Vice President

Bryan Bach

Vice President

Bryan Turnbow

Vice President

Connor McChesney

Vice President

Don Richner, CFP®

Vice President

Ed Levy

Vice President

Garrett Alabado

Vice President

Jeffrey Darien

Vice President

Jeff Glozer

Vice President

Joseph Maglio

Vice President

Joseph D. McLaughlin

Vice President

Joshua Lawson

Vice President

Manny Romasanta

Vice President

Matthew Anderson

Vice President

Maximus Nguyen

Vice President

Michael Carbone

Vice President

Michael Flynn

Vice President

Michael L. Friedman

Vice President

Nick Brehmer

Vice President

Nick Radtke

Vice President

Nicholas J Dewsnap

Vice President

Richard John Mazzola

Vice President

Blake Cecil, CFP®

Vice President

Ryan Formanek

Vice President

Randy G. Ickler

Vice President

Stephen Tyrrell

Vice President

Andrea Rhinehart

Senior Vice President, Operations

Yong Chon

Director of Accounting

David Lee

Director of I.T.

Moya Allen

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

Executive Vice President, Director of Research

Robert Peterson

Senior Vice President

Koji Kastner

Director of Trading

J. Sebastian Cheng

Senior Fixed Income Trader

Howard Huang

Senior Equity Trader

Scott M. Perkins MBA, CFP®

Vice President Director of Financial Planning

Fred A. Fern, C.I.C.

Chief Executive Officer & Chairman

Randy C. Conner

President

Eileen A. Holmes

Executive Vice President

Ted L. Fern

Executive Vice President & Director of Client Accounts

Ryan M. Murphy

Executive Vice President

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