Our advisor team takes great pride in delivering world-class financial planning assistance. They can address a variety of topics and are the foundation for productive and meaningful planning relationships. Click on each picture to find out more about the background for each of these professionals.
 

Tony Deszily MBA, CFP®

Managing Director and Executive Partner, Wealth Management Services

Tony is a Managing Director and Executive Partner, Wealth Management Services at Destination Wealth Management. He has...

Geoffrey S. Cable MS, CFP®

Managing Director and Senior Executive Partner, Wealth Management Services

Geoff is a Managing Director and Senior Executive Partner, Wealth Management Services at Destination Wealth Management...

Elaine Lugo CFP®

Senior Vice President and Senior Partner, Wealth Management Services

Elaine is a Senior Vice President and Senior Partner, Wealth Management Services at Destination Wealth Management and...

Angie M. Hager CFA®, CFP®, CSRIC™

Managing Director, Senior Partner, & SRI Specialist & Director of Planning Strategies, Wealth Management Services

Angie is a Managing Director, Senior Partner, SRI Specialist & Director of Planning Strategy, Wealth Management Services...

Robert K. Jacques MBA, CFP®, CSA®

Managing Director & Senior Executive Partner, Wealth Management Services

Robert is a Managing Director & Senior Executive Partner, Wealth Management Services at Destination Wealth Management...

Caroline S. Egan CFP®

Senior Vice President and Executive Partner, Wealth Management Services

Caroline is a Senior Vice President and Executive Partner, Wealth Management Services at Destination Wealth Management...

Rita Chan Martin CFP®, EA

Managing Director, Senior Executive Partner & Director of Operations

Rita is a Managing Director, Senior Executive Partner and Director of Operations at Destination Wealth Management and...

Dustin R. Tong MS, CFP®, ChSNC®

Senior Vice President & Partner, Wealth Management Services

Dustin is a Senior Vice President and Partner, Wealth Management Services at Destination Wealth Management and has been...

Sonia M. Maksymiuk CFP®, CDFA®

Senior Vice President, Wealth Management Services

Sonia is a Senior Vice President, Wealth Management Services at Destination Wealth Management and has been in the wealth...

Christina Ko Talbot CFP®

Senior Vice President and Executive Partner, Wealth Management Services

Christina is a Senior Vice President and Executive Partner, Wealth Management Services at Destination Wealth Management...

Chris Eagles-Smith CFP®

Senior Vice President & Senior Partner, Wealth Management Services

Chris is a Senior Vice President & Senior Partner, Wealth Management Services at Destination Wealth Management. He has...

David Rairden CFP®

Senior Vice President, Wealth Management Services

David is a Senior Vice President, Wealth Management Services at Destination Wealth Management. He has worked in the...

Barbara Matheson MS, CFP®

Vice President, Wealth Management Services

Barbara Matheson is a Vice President, Wealth Management Services at Destination Wealth Management. She brings over 20...

Anthony Lugo CFP®

Senior Wealth Advisor, Wealth Management Services

Anthony Lugo is a Senior Wealth Advisor, Wealth Management Services at Destination Wealth Management. He has worked in...

Preetika Pande MSc, CFP®

Senior Wealth Advisor, Wealth Management Services

Preetika Pande is a Senior Wealth Advisor, Wealth Management Services at Destination Wealth Management. She has worked...

Stacy Chretien CFP®

Senior Wealth Advisor
Wealth Management Services

Stacy Chretien is a Senior Wealth Advisor, Wealth Management Services at Destination Wealth Management. She has been in...

Donald Travo CFP®

Wealth Advisor & Financial Planner, Wealth Management Services

Donald Travo is a Wealth Advisor and Financial Planner, Wealth Management Services at Destination Wealth Management. and...