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Contact Us

San Ramon, California

Your Team in San Ramon

Connect with an MAI Advisor in San Ramon ›

Laura Altamirano

Office Manager, Senior Associate

Stuart Ashwood

Wealth Advisor, Director

Justin Bass, J.D.

Senior Wealth Manager, Managing Director

Matthew Cavanaugh

Wealth Advisor, Managing Director

Morgan Cooney

Senior Wealth Client Service Specialist, Senior Associate

Ryan Grazer

Senior Client Advisor, Director

Joe Lum, CFP®

Senior Wealth Advisor, Managing Director

Joe McLean

Chief Growth & Innovation Officer and Co-President Sports & Entertainment

Cole Peterson

Senior Client Accountant Specialist, Associate

Joy Puyear, CPA/PFS

Senior Wealth Advisor, Managing Director

Camelia Sandoval

Senior Client Accountant Specialist, Associate

Levi Satterthwaite

Senior Wealth Client Service Specialist, Senior Associate

Timothy Schmoll

Wealth Advisor, Senior Associate

Connect with MAI in San Ramon

San Ramon Office

12657 Alcosta Blvd.
Suite 400
San Ramon, CA 94583

925.498.1940 Directions

We look forward to learning about your financial goals.