Team
H. John Tallardy, AIF® CWS®
Managing Director & Founder
John is the Managing Director of Reef Wealth Management serving private investors, businesses, aerospace and technology employees as both an Accredited Investment Fiduciary® (AIF®) and Certified Wealth Strategist® (CWS®).
Teresa Burdette
Branch Operations Service Manager
Teresa has twenty years’ experience as an administrative assistant. This includes being an assistant to the Principal for LAUSD...
Isabella Blake-Thomas
Scheduler
Isabella Blake-Thomas is our Scheduler at Reef Wealth Management. She is a delight to have at the firm and supports the office by scheduling client appointments in addition to planning our special events. Born in the UK and raised in...
