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  1. Home
  2. Our Firm
  3. Our Team

Our Team

Advisors

DAVID W. WHITE*, CLU, CHFC

Chairman of the Board

CHRISTOPHER D. WHITE*, CFPⓇ

President
Certified Financial Planner

Don Thomas*, CFPⓇ

Vice President, COO

Doug Walsh*

2nd Vice President

Terry Adami*

Associate

Brian Anderson*

Financial Professional

Howard Barto, CLU*

Senior Advisor
Chartered Life Underwriter
C.L.U

Juliet Barwick*

Financial Advisor
Wealth Manager

Matthew Casatico

Financial Professional

Miguel Delgado*, CFPⓇ

Certified Financial Planner

Kirk Dobson*, CFPⓇ, CHFC

Certified Financial Planner

Matt Dolan*

Senior Wealth Advisor
Vice President of Sales

Matthew Halick*

Financial Professional

Andrew Hax

Financial Professional

Matt Kay*, CFPⓇ

Certified Financial Planner

John D. Lane, IV*, CFPⓇ

Certified Financial Planner

Gary Leger*, CFPⓇ, CLU, CHFC

Certified Financial Planner

David Lien*

Financial Advisor

David Lucas*

Financial Advisor

David Novak*

Senior Financial Professional

Oliver Orzal*

Financial Advisor

Scott Pence*

Financial Advisor

Chris Riel*, CFPⓇ

Certified Financial Planner

Brad Tarter*

Financial Advisor

David Zook*

Financial Advisor

Staff

Susan Cvetovac

New Business Underwriting Assistant

Mark Deliramich*

Senior Para-Planner

Casey Fleck

Assistant to John Lane

Lizzie Galon

Assistant to Scott Pence, John Lane and Miguel Delgado

Sheri Graybehl

Marketing Director & Recruiting Assistant

Shana Jackson

Assistant to Kirk Dobson & Chris Riel
Securities Processor

Jennifer Jones*

Executive Assistant to Christopher White & Don Thomas

Carri Mays

Executive Assistant/Receptionist

Gail Palmer

Part Time Assistant to Howard Barto & Dave Lucas

Gloria Renevitz

Part Time Assistant to Howard Barto & Dave Lucas

Kristine Slear

Para-Planner

Staci Sytkowski*

Assistant to Howard Barto & David Lucas

Camille Thompson

Executive Assistant to David White

Kirk Woolsey

Brokerage Director

Tracy Wisenor

Assistant to Matt Dolan and Matt Kay

Kelly Alexander

Assistant to Kirk Dobson and Chris Riel

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Additional info

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Contact info

  •   3150 Crow Canyon Place, Suite 200,
    San Ramon, California 94583
  •   Los Angeles
  •   New York
  •   Tel: 925-277-2600
  •   info@dwassociates.com
  •   Toll Free: 800-548-2671

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*Representatives offer products and services using the following business names: David White & Associates | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with David White & Associates. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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