Our Team
Financial Advisors
Justin Adams,
, CPWA®
Vice President/Financial Advisor
(415) 402-6029
jadams@ncpi.com
Steve Adams
Executive Vice President/Financial Advisor
(415) 402-6030
sadams@ncpi.com
Dick Bowman
Vice President/Financial Advisor
(415) 402-6025
dbowman@ncpi.com
Kathy Conlin
Vice President/Financial Advisor
(408) 918-6123
kconlin@ncpi.com
Carter Crum, CFA®
Senior Vice President
Branch Manager - Silicon Valley Office
(408) 918-6124
ccrum@ncpi.com
Susan Deming
Vice President/Financial Advisor
(415) 402-6047
sdeming@ncpi.com
Loren Harper
Vice President/Financial Advisor
(408) 918-6121
lharper@ncpi.com
David Hoover
Executive Vice President/Financial Advisor
(415) 402-6006
dhoover@ncpi.com
Joaquin Horton
Executive Vice President/Financial Advisor
(415) 402-6011
jhorton@ncpi.com
Paul Kromhout, CFP®
Vice President/Financial Advisor
(415) 402-6076
pkromhout@ncpi.com
Chris Meyer
Vice President/Financial Advisor
(415) 402-6016
cmeyer@ncpi.com
Reed Minuth
Vice President/Financial Advisor
(415) 402-6026
rminuth@ncpi.com
Alan Ronald
Vice President/Financial Advisor
(408) 918-6131
aronald@ncpi.com
Theresa Ronald, CFP®
Financial Advisor
(408) 918-6133
tronald@ncpi.com
Steve Seligson
Vice President/Financial Advisor
(408) 918-6132
sseligson@ncpi.com
Brook Sutton
Vice President/Financial Advisor
(415) 402-6038
bsutton@ncpi.com
Henry W. Wagner III
Portfolio Manager - Core Equity Model
Executive Vice President/Financial Advisor
(415) 402-6064
hwagner@ncpi.com
Portfolio Managers & Strategists
Justin Adams,
, CPWA®
Portfolio Manager - Technical Allocation Growth Portfolio (T.A.G.)
(415) 402-6029
jadams@ncpi.com
Steve Adams
Portfolio Manager - Technical Allocation Growth Portfolio (T.A.G.)
(415) 402-6030
sadams@ncpi.com
Bruce Lanni
Portfolio Strategist
Energy Equity Model Portfolio
(415) 402-6020
blanni@ncpi.com
Henry W. Wagner III
Portfolio Manager - Core Equity Model
Executive Vice President/Financial Advisor
(415) 402-6064
hwagner@ncpi.com
Certified Financial Planner® (CFP) Professionals
Theresa Ronald, CFP®
Financial Advisor
(408) 918-6133
tronald@ncpi.com
Justin Adams,
, CPWA®
Vice President/Financial Advisor
(415) 402-6029
jadams@ncpi.com
Paul Kromhout, CFP®
Vice President/Financial Advisor
(415) 402-6076
pkromhout@ncpi.com