Team
We work as a tight team to help ensure the best minds are working together for you now and into the future. A wealth management team of financial professionals serves every Echo45 client to make sure everyone is well taken care of.
Planning & Advisory Services
Jon Henderson, CFP®, CRPC®, CBDA
Founder
Chief Investment Officer
Nannette Kamien, CFP®, CBDA, MBA
Financial Advisor
Director of Planning Services
James Sutton, AWMA®, CBDA
Financial Advisor
Director of Portfolio Management & Technology
Concierge Services
Genecar Z. Vivo
Director of Concierge Services
Office Manager
Cole Matsuura, CBDA
Senior Planning Coordinator
Marketing
Monica Henderson
Director of Marketing