Team
Team
We believe our approach adds a broader perspective to all we do and provides increased benefits to our clients and their families.
Our team of financial professionals can help you address:
- Cash Flow Planning
- Cash Management
- Retirement Decisions
- Risk Management
- Asset Allocation Principles and Strategies
- Retirement Investing and Distribution Strategies
- Roth IRA Conversion Planning
- Estate Planning Issues
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. It is a rarity that we come across a situation which we have not already addressed in the past.
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®).
Marcus Silverberg
Sr. Vice President | Investments
Reef Wealth Management is a strategic partner of Silverberg Wealth Management. Marcus Silverberg is the Founder and CEO of Silverberg Wealth Management. With over 18 years of extensive experience, his attention to detail and high...
Kara Tallardy
Business Process Analyst
Prior to joining Reef, Kara spent 11 years working for the Toyota Motor Corporation. She was one of three individuals in Color and Trim within Toyota's Product Planning area. Kara was responsible to develop from concept, design,...
Delisse Velasco
Platinum West Team - Senior Service Liaison
Susie Guinn
Platinum West Team - VP, Service
Susie has been with Cetera Financial Group collectively for seven years, first with Girard Securities and two with Platform Support for GPS and My Advice Architect (MAA).