Jessica Schafer, CFP®Principal
Scott Horton, CFP®, MS FinancePresidentScott lives in Alamo with his wife Candice, and two children. He is a fifth generation Californian; his great-great-grandfather moved to California in 1872.
Outside of work some of his favorite activities are cycling, (road and mountain), traveling, and playing guitar. He has a deep passion for music and one of his hobbies is collecting Rock & Roll concert posters, especially those from shows at the Fillmore in San Francisco. He has over 50 framed posters displayed in his collection.
Justin W. DodsonPrincipalJustin specializes in comprehensive personal financial planning and investment management, working closely with clients to help them navigate all aspects of their financial lives.
A native of Sonoma Valley, Justin earned his Bachelor of Science in Business Administration with a concentration in Finance from Sonoma State University. He and his wife, Karin, relocated to the Clayton Valley in 2000. They are the proud parents of two grown daughters, Leila and Ava.
Doug Villing, CRPC®Financial AdvisorBorn and raised in Cincinnati, Ohio, Doug moved to San Francisco in 1999 after he received his Bachelor of Science degree in Business Administration with an emphasis on Marketing from Northern Kentucky University. In his spare time you will find him spending time with his two teenage daughters, boating, golfing and watching sports.
Jonathan Gonzalez, CFP®Financial AdvisorJonathan is a lifelong East Bay resident, having been born and raised in Pittsburg and now living in Concord with his wife Rachel. In his spare time he enjoys golfing and pursuing his passion for vintage automobiles by taking in the various shows and races around the Bay Area and working on his own classic cars.
Mark NorrisAssociate
Heather BrenemanAdministrative AssistantHeather was born and raised in the East Bay but has also lived a portion of her life amongst the scenic red rock landscape of Southern Utah. After her return to the East Bay she graduated from dental assisting school but took time off to dedicate her time and attention raising her two sweet daughters.
Heather now lives in Pleasant Hill and when not in the office you can catch her outdoors hiking or running along the many trails in the area.