Gabriel F. Burczyk
Founder & CEO
Our founder, Gabe is a seasoned, trusted partner and fiduciary who guides his clients toward their specific goal-based strategy while making major contributions to the Mill Valley community.
Valerie De Vol
President & CCO
As President and Chief Compliance Officer, Valerie is committed to empowering every client, colleague, and community member with a sense of purpose, fulfillment, and compassion.
Katie O’Connor
Director of Client Services
As Director of Client Services, Katie’s goal is to deliver an exceptional client experience, making sure no detail is missed with a focus on efficiency, system security, and compliance.
Seton McAndrews, CFP®
Vice President, Investments
Seton finds joy in using his extensive investment planning experience to simplify complex topics so that his clients feel empowered to reach their dreams and goals.
Declan Lynch, CFP®
Financial Planner
As a Financial Planner, Declan guides clients on their financial journey. His passion for the environment, motivates him to make socially conscious investing accessible.
Jesse Hindson, CFP®
Financial Planner
Jesse helps clients discover their personal Wealth of Life, creating newfound confidence for the future. As a Financial Planner, he strives for meaningful financial planning.
Molly Wagner
Client Services
As Client Services Manager, Molly is passionate about giving clients peace of mind and confidence by taking a proactive approach in helping them reach their goals.
Doug Hutchinson, CFA®
Director, Research & Trading
Doug works as the Director of Research and Trading, providing market intelligence, assessing investment opportunities, and implementing sound investment strategies.
Xander Zabetian
Paraplanner
As a Paraplanner, Xander is constantly expanding his financial knowledge. Inspired by client journeys, he simplifies wealth management so clients can experience true peace of mind.
Sydney Shaw
Client Service Specialist
Sydney focuses on fostering client relationships while drawing on her PR and event management experience to bring together Mill Valley’s vibrant network for inspiring gatherings.