Bio
Adrienne Conrad supports the business in providing the best experience for our clients, scheduling appointments, managing calendars and keeping our team organized. Her strong attention to detail and consistent eagerness to help others make her a valued part of the team.
As a mother of four boys, Adrienne has become an expert on multi-tasking and prioritizing schedules and calendars, from managing club sports teams to running school fundraising events.
Adrienne is a UCLA graduate with a diverse background in marketing and project management. In her previous position as the in-house marketing manager for a top-tier mechanical construction company, she thrived under fast paced and time sensitive conditions.
She lives in Moraga with her husband Mike, and their sons. In her free time, she enjoys reading, baking, and watching her boys play sports.
New York & New Jersey
Mike Brown
Financial Advisor, Partner
Utah
Kathleen Barlow
Financial Advisor, Managing Director
Virginia
Melissa Clark
Director of Planning
Virginia
Angela Lessor CDFA® CFP®
Financial Advisor
Virginia
Mark Newfield CFP® & RICP®
Financial Advisor & Managing Director
Northern California
Brett Agnew CFP®
Financial Advisor
Northern California
Kristin Bartlow CFP®, CLU®, RICP®, CHFC®, WMCP®
Financial Advisor, Managing Director
Seattle
Laurie Adams RICP®
Financial Advisor, Managing Director
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