Team

H. John Tallardy, AIF® CWS®

Managing Director & Founder

310-860-6373

JTallardy@reefwealth.com

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®).

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Teresa Burdette

Branch Operations Service Manager

310-860-6373

Teresa@ReefWealth.com

Teresa has twenty years’ experience as an administrative assistant. This includes being an assistant to the Principal for LAUSD...

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Isabella Blake-Thomas

Scheduler

310-860-6373

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...

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Autumn Raia

Client Service Manager

310-860-6373

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Alex Wimmer

Paraplanner

In his role as Plan Manager at LPL Financial, Alex supports Reef Wealth Management where he assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Alex partners with...
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