Angie is a Senior Vice President and Associate Partner, Wealth Management Services at Destination Wealth Management and has been in the financial industry since 1992.
Angie works with clients to provide direction and meaning to their financial decisions. She enjoys helping families understand the implications that each financial decision has on other areas of their finances. She finds it rewarding to help clients navigate through the seemingly overwhelming options. Whether simple or complex, Angie can help clients with the financial decisions that impact their lives.
Angie is skilled at developing planning strategies and is also knowledgeable about investment related issues. She is well-informed about the investment philosophy of Destination and clearly understands the importance of integrating the investment plan with financial planning strategies.
Prior to joining Destination, Angie worked with Vista Wealth Management in San Francisco to provide wealth management and financial planning services for high net worth individuals and families. She also worked at RCM Capital Management helping clients understand the firm’s investment philosophy, investment process, and their portfolio performance and characteristics. Angie was born and raised in Michigan and moved to the Bay Area in 1991. She holds a Bachelor of Business Administration degree in Accounting from Nazareth College, Michigan. She earned the Chartered Financial Analyst® designation in 2000 and the CERTIFIED FINANCIAL PLANNER™ certification in 2006. Angie is a member of the Financial Planning Association (FPA) and the CFA Society of San Francisco.
Angie is married with two children. She volunteers in her community to educate and provide financial planning services to those in need. She also enjoys travel, reading and hiking.
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
ANGIE M. HAGER, CFA®, CFP®
Senior Vice President and Associate Partner, Wealth Management Services
Angie is a Senior Vice President and Associate Partner, Wealth Management Services at Destination Wealth Management and has been in the financial industry since 1992.
Michael Yoshikami, PH.D., CFP®
CEO, Founder and Chairman, Portfolio Strategy Committee
Michael Yoshikami, Ph.D., CFP®, is CEO and Founder of Destination Wealth Management and Chairman of DWM’s Portfolio Strategy Committee. Founded in 1986, Destination is a San Francisco Bay Area-based independent firm that provides fee-based wealth management services to institutional and individual investors.
Michael has over 35 years’ experience in the investment management and financial planning field. As Chairman of the Portfolio Strategy Committee, he oversees the macro tactical asset allocation decisions for client portfolios and leads the development of the economic viewpoints that guide portfolio decisions.
Michael has appeared on CNBC TV in the United States, Asia, and Europe as well as CBS radio and other media outlets. The focus of the media appearances is to provide investors’ insight on current market and economic conditions.
Michael is the author of the book “Your Money, Your Future” focused on helping investors develop the right investment strategy for their goals. He publishes the weekly investment focused newsletter “Common Sense” highlighting current investment and economic issues. He holds multiple advanced degrees including a Ph.D. in education, an MBA, and has earned the CERTIFIED FINANCIAL PLANNER™ certification.
Sophia Feng, CFP®
Financial Planner, Wealth Management Services
Sophia is a Financial Planner at Destination Wealth Management and has been in the financial industry since 2007. Sophia works closely with the Wealth Advisors at Destination on financial planning strategies including social security analysis, tax projections, college savings strategies, and comprehensive planning for retirement. Prior to joining Destination Wealth Management, Sophia worked for a mutual fund company where she provided training for new hires on various financial transactions utilized to address client needs.
Sophia holds a Bachelor of Science degree in Business Marketing from Colorado State University. She earned her CERTIFIED FINANCIAL PLANNER™ mark in 2017. In her free time, Sophia enjoys spending time outdoors with her husband and son.
LINDA XIA, MBA
Senior Vice President & Senior Portfolio Manager, Senior Investment Analyst
Linda Xia is a Senior Vice President & Senior Portfolio Manager, Senior Investment Analyst in Destination Wealth Management’s Investment Department. She is responsible for the firm’s international equity strategy, and also serves as a multi-sector analyst. Linda has over seven years of equity research experience, focused primarily on healthcare & consumer sectors. Prior to joining Destination Wealth Management, Linda worked as a Research Associate with Ragen MacKenzie (a division of Wells Fargo Investments) and an Equity Research Intern with Morgan Keegan. She also worked for the U.S. Department of Health and Human Services.
Linda earned her Bachelor of Science degree from San Francisco State University and her MBA degree from Indiana University. Linda is fluent in Mandarin.
CHRISTINA KO TALBOT, CFP®
Senior Wealth Advisor, Wealth Management Services
Christina is a Senior Wealth Advisor, Wealth Management Services at Destination Wealth Management. She has been in the financial services industry since 2006. She began her career at Citibank as a licensed banker and then moved towards a career in the Investment industry working at a Registered Investment Advisor (RIA) in Palo Alto with Sand Hill Global Advisors. In this role, Christina worked in tandem with the Wealth Advisory and Investment Management teams on complex client situations such as divorce, restricted stocks and options, outside investments in hedge funds and venture capital. After spending half a decade at Sand Hill, Christina went on to be a Financial Advisor with Morgan Stanley where she specialized in financial planning for clients geared towards retirement and education fund planning.
Prior to joining Destination Wealth Management, Christina was an Investment Associate at Royal Bank of Canada Wealth Management (RBC) in San Francisco. In this capacity, she oversaw the daily activities of the client service and operations team, managed the firm’s separate account manager relationships, and handled reporting, trade execution, and quarterly client meetings. She has over twelve years of experience in financial services, working with high net worth individuals, their families, and institutions.
Christina was born in Houston, Texas and raised in Cupertino, California. She is a CFP® certificant and she holds a Bachelor’s Degree in Economics Administration from the University of California, Riverside and minored in Film and Visual Culture. In her free time she enjoys spending time with family and friends exploring different hiking trails along the peninsula.
TONY DESZILY, MBA, CFP®
Managing Director and Senior Partner, Wealth & Investment Strategy Communications
Tony is a Managing Director and Senior Partner, Wealth & Investment Strategy Communications at Destination Wealth Management. He has been in the financial services profession since 1995.
Before joining Destination, Tony was a Senior Investment Consultant with Charles Schwab and also served as the regional planner in Schwab’s Personal Financial Planning offering. His focus was helping clients understand relevant wealth management issues, as well as developing and implementing appropriate solutions.
Previously, Tony worked with Prudential, preparing and presenting insurance-based solutions for high net worth clients and small business owners seeking to address estate planning, business continuation, and retirement planning needs. Tony works well with clients in transition, as he understands the importance of these timely decisions. Issues that he can help address include family goal planning, repositioning assets for retirement, and handling sudden wealth.
Prior to entering the financial planning profession, Tony was in the hospitality industry, working in various restaurant and hotel management positions for such companies as Embassy Suites and the Four Seasons. Building on this experience, he then developed and operated a local international-themed restaurant.
Tony was born on the East Coast and raised in the Bay Area. He received his Bachelor of Arts degree in English Literature from the University of Santa Clara, and spent a year teaching English at the Institute for International Studies and Training in Fujinomiya, Japan. He received his Master of Business Administration degree (MBA) from the University of Bath in the United Kingdom.
Tony is married with two daughters. He contributes time to various charities, such as Habitat for Humanity and the Special Olympics, as well as local church groups. He also enjoys playing basketball, golf and skiing.
Hannah Chen, CFA®
Hannah Chen is an Investment Associate in Destination Wealth Management’s Investment Department. She serves as a multi-sector analyst, primarily focusing on utilities and materials sectors. Hannah has over five years of valuation and stress testing experience. Prior to joining Destination Wealth Management, Hannah worked as a Valuation Associate with PwC and an Assistant Vice President with Bank of the West (a BNP Paribas company). She also worked as an Investment Analyst for the Darwin Fenner Fund (the endowment fund of Freeman School of Business).
Hannah earned her Bachelor of Arts degree in Economics from Peking University and her Master of Finance degree from Tulane University. Hannah is a CFA® charter holder and is fluent in Mandarin.
AUSTIN P. HON, CFP®
Senior Wealth Advisor, Wealth Management Services
Austin is a Senior Wealth Advisor, Wealth Management at Destination Wealth Management. He began his career in 2005 at The American Funds Company - A Capital Group Company - as a Shareholder Account Representative helping shareholders and Registered Representatives with client-related inquiries. In 2007, he transitioned to the Private Client Services group in San Francisco as a Relationship Specialist working directly with Ultra High Net Worth clients. During this time, he earned his Certificate in Personal Financial Planning from the University of California, Berkeley Extension.
Prior to joining Destination Wealth Management, Austin was a Wealth Manager at Lodestar Private Asset Management in Alamo. In this capacity, he was the Financial Planner/Wealth Manager for private clients, managing their financial planning, handling portfolio trading and attending client reviews.
Austin was born in Denver, Colorado, grew up in Santa Fe, New Mexico and moved to California to attend college. He is a CERTIFIED FINANCIAL PLANNER™ professional, receiving his certification in 2011. He holds a Bachelor’s Degree in Sociology and Legal Studies from the University of California, Santa Cruz. Austin enjoys spending time with his wife and two children in their Dublin home and also enjoys, hiking, soccer, and photography.
DUSTIN R. TONG, CFP®, ChSNC®
Vice President and Associate Partner, Wealth Management Services
Dustin is a Vice President and Associate Partner, Wealth Management Services at Destination Wealth Management and has been in the financial services industry since 2004.
He began his career at Woodbury Financial Services, Inc. a registered broker dealer located in San Ramon, California. Prior to joining Destination Wealth Management, Dustin was a District Manager at Woodbury where he managed new representatives and worked with individuals and families in helping them reach their financial goals.
Dustin specializes in developing and providing financial planning strategies for clients which includes retirement planning, cash flow analysis, social security strategies and college planning. He takes pride in building relationships with trust and integrity while working with clients to help them achieve their lifetime needs. Dustin’s commitment to financial planning and helping others inspired him to become a Chartered Special Needs ConsultantTM. This comprehensive credential allows Dustin to advise families on the
complexities of special needs planning.
Dustin was born in San Francisco and raised in Walnut Creek, California. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Chartered Special Needs ConsultantTM (ChSNC®).
He holds a Bachelor of Science Degree with a concentration in Finance from California State University, Chico.
Dustin is married with two children. He enjoys spending time with his family, traveling and playing soccer.
ELAINE LUGO, CFP®
Senior Vice President and Partner, Wealth Management Services
Elaine is a Senior Vice President and Partner, Wealth Management Services at Destination Wealth Management and has been in the financial services industry since 1993.
Prior to joining Destination in 2005, Elaine owned her own financial planning practice in downtown San Francisco. Elaine’s clientele includes small business owners, physicians in private practice, performing arts professionals and members of the LGBTQ community.
Elaine works well with all types of clients, ranging from individuals with concentrated equity positions to those who are nearing retirement or recently retired. She also enjoys working with families seeking financial planning expertise, with focus on college funding, estate planning and insurance coverage. Elaine believes periodic financial reviews are vital to ensuring one’s financial well-being.
Elaine was born and raised in the Bay Area. She holds a Bachelor of Arts degree in Fashion Industry from the Louise Salinger Academy of Fashion. She completed her CFP® certification with the College for Financial Planning in 1999, and received Board Certification in 2006. She is a sustaining member of the National Charity League, San Francisco Chapter as well as the Latina Coalition of Silicon Valley. A classically trained dancer, Elaine has studied classical and flamenco dance in Spain.
BILL SAWYER, CFA®
Senior Vice President & Senior Investment Analyst, Senior Client Portfolio Manager
Bill is a Senior Vice President & Senior Investment Analyst, Senior Client Portfolio Manager in Destination Wealth Management’s Investment Department. He is responsible for quantitative and macro analysis of the equity markets, and also serves as a multi-sector research analyst. Bill has over ten years of equity research experience, primarily covering the financial sector. Bill worked as an equity research analyst at J.P. Morgan in New York. He also worked as an Investment Manager at the San Jose office of Fortune Venture Investment Group.
Bill earned his Bachelor of Science degree from Cornell University and completed an exchange study program at University of New South Wales in Sydney, Australia. Bill is a CFA® charter holder.
MARK MCMECHEN, MBA
Senior Vice President & Manager, Investment Research
Mark McMechen is a Senior Vice President & Manager, Investment Research in Destination Wealth Management’s Investment Department. Mark is responsible for the firm’s overall U.S. equity strategy, and also serves as a multi-sector research analyst. Mark has over ten years of equity research experience, primarily covering the technology sector. Prior to joining Destination Wealth Management, Mark worked as a Research Analyst with The Colony Group and New England Asset Management Group. He has also held positions with Samsung America where he focused on early stage venture capital investments and as a Corporate Credit Analyst at the High Technology Division of BankBoston.
Mark earned his Bachelor of Arts degree from the University of California, Berkeley and his MBA degree from the University of Southern California, and also completed an exchange study program at the Rotterdam School of Management in The Netherlands.
CAROLINE S. EGAN, CFP®
Senior Vice President, Wealth Strategy
Caroline is a Senior Vice President, Wealth Strategy at Destination Wealth Management and has over 20 years of experience in wealth management. She has worked with many types of clients and situations whether it be in wealth accumulation years, nearing retirement, or wealth transfer stages of client’s financial lives. As a graduate from the University of San Francisco, Caroline has gotten to know the community in the Bay Area and is involved with DWM’s philanthropic work. She is responsible for establishing and maintaining many of the non-profit relationships the firm supports.
She graduated from the University of San Francisco with a Bachelor of Arts degree. In 1994, she began her career in downtown San Francisco at a firm where she provided investment management services as well as comprehensive financial planning. She earned her CFP® designation in 1998 and in the year 2000, she joined Destination Wealth Management. In 2005, she moved to Seattle to be closer to her parents and joined Northern Trust as a Vice President, Wealth Strategist, responsible for client relationships in the Pacific Northwest. After nine years at Northern Trust, Caroline rejoined Destination Wealth Management.
Caroline has expertise in estate planning and asset management. She works closely with business owners who intend to either sell their business or would like to work on grooming the next generation to take over. Caroline also enjoys working with people who are entering their retirement phase as well as with seniors who may be in transition in the near future to needing elder care.
Caroline was also a long-time instructor for the College for Financial Planning, where she prepared CFP® candidates to sit for the board exam. She is an active member of the Estate Planning Council and supporter of several non-profits in health care and foster children programs.
Caroline lived in Europe for 17 years and understands the needs of ex-pats as well as green card holders. Caroline is a proud parent of two sons and enjoys skiing, horseback riding, reading, and traveling the globe.
ROBERT K. JACQUES, MBA, CFP®
Senior Vice President and Partner, Wealth Strategy
Robert is a Senior Vice President and Partner, Wealth Strategy at Destination Wealth Management. He has worked in the financial services
industry since 1993. Robert Jacques obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1995. Robert has extensive experience in financial planning, investments, private banking, lending, insurance and estate planning.
Robert is responsible for developing firm relationships with clients, business partners, non-profit groups, corporate and civic organizations, and professionals.
Prior to rejoining the firm in 2014, Robert worked for Union Bank and Citigroup as a private banker working with high net worth individuals and commercial businesses. He first joined Destination Wealth Management from 2000 to 2007.
Robert currently serves on the Board of Directors of the Regional Parks Foundation and is chair of their planned giving committee. Robert is a member of the East Bay Estate Planning Council and the Estate Planning Council of Diablo Valley.
He also served on the Board of Delegates of the Alta Bates Summit Foundation and was a member of their investment committee. Robert is the former board president of Alzheimer’s Services of the East Bay and former board member of Contra Costa Senior Legal Services.
Robert received a Master of Business Administration (MBA) degree from Golden Gate University and a Bachelor’s degree (BA) from George Washington University. Robert resides in the Montclair area of Oakland with his wife and son. He enjoys spending time in the East Bay parks with his family and playing surf guitar.
GEORGE K. W. CHIN, MS
President and Chief Operating Officer
George is President and Chief Operating Officer at Destination Wealth Management. He brings over 35 years of experience in financial analysis, investment & wealth management, and financial advisory services to the firm.
Prior to joining DWM, George worked at Chase Private Bank in Singapore, where he headed the private banking initiative for Southeast Asia. He led a team of private bankers and successfully increased the firm’s assets under management, working with ultra high net worth clients. Utilizing the bank’s global resources, he generated additional business from new and existing relationships. Additionally, George served in various management roles at Lehman Brothers, Wells Fargo Bank, and Merrill Lynch.
Since joining Destination Wealth Management in 2000, he has been instrumental in the development of the firm’s growth strategy and is responsible for directing its successful implementation.
George grew up in Boston and lived in New York, Southern California, Hong Kong, and Singapore before moving to the Bay Area in 2000 to become a Principal of Destination Wealth Management. He graduated from Harvard University with a Bachelor of Arts degree (with honors) in Psychology, and received his Master of Science degree in Accounting from New York University’s Stern School of Business.
He is married with three adult children and enjoys playing golf and tennis.
David Rairden, CFP®
Senior Wealth Advisor, Wealth Management Services
David is a Senior Wealth Advisor, Wealth Management Services at Destination Wealth Management. He has worked in the financial services industry since 1996. David began his career at Charles Schwab where he was a trusted financial resource for clients at branch offices in the San Francisco area. He worked directly with clients to help them build and manage their investment portfolios.
Prior to joining Destination Wealth Management, David was a Wealth Manager with USAA in San Francisco. There he helped affluent clients identify their life goals and craft and implement a financial plan to guide them in their journey toward those goals. His comprehensive financial planning included analyzing investments, retirement planning, risk management and legacy planning.
David earned a Bachelor of Arts degree in Economics from the University of California, Davis and is a CERTIFIED FINANCIAL PLANNER™. David is a Bay Area native and enjoys spending his free time hiking the local hills, exploring new places, and following local sports teams.
GEORGE REEL, MS
George Reel is an Investment Analyst in Destination Wealth Management’s Investment Department. George primarily focuses on the consumer and energy sectors, and also serves as a multi-sector analyst. Prior to joining Destination Wealth Management, George worked as a Research & Data Analyst at Advanced Forecasting. He also held positions at Capco and Iverson Financial Systems where he worked with equity indices, exchange traded funds, and client data analytics.
George earned his Bachelor of Science degree in Economics from Santa Clara University and his Master of Science degree in Financial Analysis from the University of San Francisco. George is fluent in Spanish.
Chris Eagles-Smith, CFP®
Senior Wealth Advisor, Wealth Management Services
Chris is a Senior Wealth Advisor, Wealth Management Services at Destination Wealth Management. He has been in the Investment Management industry since 2008. Chris began his career as an Investment Analyst at Brouwer & Janachowski, a boutique Registered Investment Advisor in Tiburon, CA working mainly with high-net-worth individuals. At Brouwer & Janachowski, Chris was responsible for researching investments, preparing meeting materials, trading in accounts and creating financial plans.
Prior to joining Destination Wealth Management, Chris was a Wealth Advisor at Polaris Wealth Advisors in San Francisco. His focus was on working with individuals gearing up for retirement to create a sound financial plan. He also worked with clients that held large concentrated stock positions helping them to diversify their holdings while limiting their tax impact.
Chris is a Bay Area native, having been born in San Francisco and raised in Marin County. Chris graduated from University of California, Irvine with a degree in Sociology. While attending UC Irvine, Chris spent a year in Bologna, Italy on a study abroad program. He has earned a Certificate in Personal Financial Planning from the University of California, Berkeley Extension and is a CERTIFIED FINANCIAL PLANNER™ professional.
RITA LICHU CHAN, CFP®, EA, CDFA®
Senior Vice President- Operations, Partner & Director, Planning Strategy
Rita is a Senior Vice President- Operations, Partner, Director- Planning Strategy at Destination Wealth Management and has been in the financial management industry since 1999.
She began her financial career at Charles Schwab in San Francisco where she began CFP® exam and financial planning courses. Prior to joining Destination, Rita was a Banker at Bank of America working with seniors, families, and individuals helping them achieve financial stability and security.
Rita specializes in providing financial planning strategies such as retirement planning, college savings, mortgage reduction, life insurance protection, funeral expenses, and estate planning. She finds it rewarding to help clients navigate through complex financial decisions that may impact their lives.
Rita was born and raised in Taiwan. She speaks fluent English, Mandarin, Taiwanese and some Cantonese. She received an Electronic Engineer Degree from DELIN Institute of Technology in Taiwan and completed her CFP® certification with the College for Financial Planning in 2003. She received her board certification in 2008 and is also an IRS enrolled agent.
Rita has one daughter. She supports fundraising events for the St. Jude Children’s Hospital and World Vision and enjoys participating in organizations that help those in need. She also enjoys traveling, reading and watching movies.
GEOFFREY S. CABLE, MS, CFP®
Managing Director and Executive Partner, Wealth & Planning Strategy
Geoff is a Managing Director and Executive Partner, Wealth & Planning Strategy at Destination Wealth Management. He has been in the financial services industry since 1989.
Prior to joining Destination, Geoff worked for a national financial education company where he facilitated unbiased multimedia presentations on financial planning topics, including investing, retirement planning, debt management, and income taxes. He has also provided wealth management and financial planning services focused on family wealth issues at Merrill Lynch, and for corporate executives and small business owners at The Bank of New York.
Geoff specializes in helping clients with their investment goals as well as providing comprehensive financial planning strategies, such as planning for retirement, educating children, risk management, and minimizing income taxes. He has experience in helping those who are retired as well as those planning for retirement. Geoff believes that educating his clients to better understand their goals will increase their probability of achieving them.
Geoff was born and raised in New York and has lived in the Bay Area since 1999. He earned a Bachelor of Science degree in Finance and Accounting from Siena College in upstate New York and a Master of Science degree in Financial Planning from Golden Gate University in San Francisco. He obtained the CERTIFIED FINANCIAL PLANNER™ certification in 1996. Geoff also provides advice on a variety of financial planning topics and his writings have appeared in the personal finance section of CNBC.com.
Geoff and his wife are avid travelers and enjoy making new cultural discoveries all over the world.
Matthew J. Faubion, CFP®
Wealth Advisor, Wealth Management Services
Matthew is a wealth advisor, wealth management services at Destination Wealth Management. He began his career working for ClearPath Capital, a boutique wealth management firm in San Francisco, as a wealth advisor associate working primarily with high net-worth technology executives and entrepreneurs. Over his time at ClearPath, he earned an Executive Certification in Financial Planning from San Francisco State University, became a CERTIFIED FINANCIAL PLANNER™ professional, and was promoted to Senior Wealth Manager. Matthew became a team leader in advancing and delivering the firms’ wealth management and planning platform to clients. Now as a level I candidate, he is pursuing the Chartered Financial Analyst (CFA) credential through the CFA Institute.
Matthew graduated with honors from San José State University with a Bachelor of Science in Economics and minor in Business. He was an executive board member of his Fraternity, Delta Upsilon, a Captain and first-team all-conference member of the Lacrosse team, as well as a Resident Advisor on campus. He spent a semester in Dublin, Ireland, studying international monetary economics coincidentally at the height of the Euro-Zone debt crisis.
Matthew grew up in Pleasanton, California, and currently resides in Walnut Creek. As a Bay area native, Matthew is a 49er Faithful, San José Sharks fanatic, and bandwagoned the Giants at some point in his childhood. In his free time, he enjoys being on the slopes, golf course, water, and going on long walks with his wife.
CRAIG GENTRY, MBA
Executive Vice President & Executive Partner, Chief Investment Strategist
Craig Gentry joined Destination Wealth Management in March 2004 and currently serves as the firm’s Executive Vice President, Executive Partner and Chief Investment Strategist. Founded in 1986, Destination Wealth Management is a San Francisco Bay Area-based independent registered investment advisory firm that provides fee-based wealth management services to institutional and individual investors around the world.
Craig has over 15 years of experience in the financial services industry and currently oversees all of Destination’s research and trading activities. Craig is the firm’s Chief Investment Strategist and makes all decisions related to portfolio development and security selection for Destination’s clients. Craig is also responsible for developing investment transition plans when new clients begin to work with Destination and prepares the firm’s target allocations for all firm clients.
Prior to joining Destination, Craig served as Director of Investments for Ivy Asset Management where he was responsible for establishing and managing Ivy’s first west coast office in San Francisco. Additionally, Craig served as Vice President in the Alternative Investment Strategies Group for Citigroup. Craig also cofounded a private investment management firm that provides investment diversification solutions to owners of private companies.
Craig received a Master of Business Administration from the Tuck School at Dartmouth College with an emphasis in finance and management. At Tuck he was the recipient of the first Ford Research Fellowship for his research conducted into equity market responses to trades made by insiders of corporations. He also holds Bachelor of Science degrees (with honors) in Aeronautical and Mechanical Engineering from the University of California, Davis. Craig is married with two children.
SONIA M. MAKSYMIUK, CFP®, CDFA®
Vice President, Wealth Management Services
Sonia is a Vice President, Wealth Management Services at Destination Wealth Management and has been in the wealth management industry since 1998.
Sonia helps clients navigate through financial decisions by providing a framework. In the financial planning process, she advises clients on retirement, college funding, risk management, and life transitions. Sonia enjoys working in close partnership with individuals and families together with their trusted tax and estate planning advisors to help them realize their lifestyle, philanthropic, and legacy goals.
Prior to joining Destination, Sonia was a Wealth Manager at Wetherby Asset Management where she advised high net worth clients on wealth planning strategies and customized portfolios. Previously, as a Financial Consultant at Charles Schwab, she advised clients on asset allocation, investment diversification and financial planning. Sonia was also a Sales Associate at U.S. Trust Company after she began her financial services career as an Investment Associate at Merrill Lynch. Before entering the financial services field, she was a trader and worked in the export industry.
Born in Washington, D.C. and raised in Oregon, Sonia moved to the Bay Area in 1991. She holds a Bachelor of Arts degree in Political Science, with emphasis in International Marketing, from the University of Oregon. At Harvard University, she attended the Ukrainian Research Institute for language studies. She earned a Certificate in Personal Financial Planning from the University of California Berkeley Extension, awarded with distinction. She is a member of the Financial Planning Association of San Francisco Programs Committee and former Board Member.
Sonia enjoys travel, photography, ceramics and gathering together with family and friends.