With over 10 years of experience as an advisor, Michael brings a laser-focused approach to holistic wealth management. His first foray into retirement planning was when his mother retired from Kaiser Permanente Walnut Creek. As a first generation American, Michael had the duty of translating for his family – and he felt, firsthand, the stress and anxiety that large financial decisions can cause for the majority of retirees.

Michael provides fiduciary advice to soon-to-be retirees of large corporations. And he makes it his number one priority to chop down complex financial concepts – including pensions, 401K/TSA, Social Security, and taxes – into easy-to-understand bites for his clients. Michael’s expertise enables him to add a strong layer of financial advice to a company’s HR team – with a particularly strong understanding of the retirement programs offered by PG&E, AT&T, Kaiser Permanente, Chevron, Northrop Grumman, Boeing, and Raytheon.

Michael's bevy of experience is underscored by his list of achievements:

• ‍InvestmentNews’ Rising Star 2025‍
• Advisor Hub 250 Advisors to Watch 2025‍
• InvestmentNews’ Hot List 2024‍
• Farther Founders Club 2025
• FSC President’s Club 2017, 2018, 2021
• FSC Achievers Club 2019, 2020

He has also been featured in several media outlets: 

• InvestmentNews 2025
• Advisor Hub 2025
• InvestmentNews 2024

Born and raised in Oakland, CA, Michael is an active member of the dog rescue community – having fostered many dogs through rescue organizations including Chows Plus and Love Second Chances. You can find him exploring around town with his latest rescue, Chow Chow Maple.

With over 27 years in investment and retirement planning, Steve is seen as a trusted partner to his clients for all of their financial planning needs. Understanding that each situation is unique, he works to understand every family’s specific goals – and then chart the best path forward to accomplish them.

Steve is honored to have guided hundreds of corporate employees to a happy and successful retirement.

A native of the San Francisco Bay area, Steve enjoys spending time outdoors and playing golf with friends.

Raymond began his journey in wealth management as a retirement planner where he worked exclusively with corporate employees from Fortune 500 companies helping them plan for the transition into retirement. This invaluable experience taught him the importance of financial planning and how financial aspirations may differ, thus requiring unique investment strategies tailored to your needs.

A good financial plan should be a living and breathing plan that changes and grows with you as you reach milestones. It should serve as a roadmap to navigate through life’s obstacles. Raymond uses a holistic approach to serve individuals, families and business owners to account for Trust and Estate Tax planning, Retirement Income and Risk Management necessities. He has extensive experience with income planning to maximize your Pension, Social Security and other sources of income to produce a comfortable future.

Raymond is a Bay Area native and grew up in the East Bay. He loves to travel and learn about different cultures by sharing food and stories. His most recent trip abroad was to the Philippines, Vietnam and Hong Kong.

Jordan works closely with individuals and families to understand their holistic wealth management needs, and he is privileged to help his client base navigate each life stage. Prior to joining Farther, Jordan held roles at Bank of America and Merrill Lynch. 

A graduate of Yeshiva University, Jordan resides on Long Island with his wife and 1-year-old daughter. An avid golfer and traveler, Jordan cherishes the time he gets to spend with his family and friends.

Growing up in the former Soviet Union and seeing the entire country transform before her eyes, Yuliya learned that only one thing is for certain: life is a constant change. 

Yuliya is passionate about helping her clients navigate financial complexities and adapt to their changing circumstances with joy, rather than fear. Her expertise encompasses retirement planning (or the work-optional stage of life), business succession, tax optimization strategies, risk management, and estate planning. 

Yuliya lives in San Diego, CA, with her husband and their two sons. She enjoys skiing, camping, cheering on her sons’ sports teams, and hiking with friends.

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Anthony has over five years of experience advising clients – approaching each partnership from a holistic perspective. 

Anthony’s passion for finance stems from a desire to alleviate financial struggles. He has enjoyed helping small business owners, public school employees, and military families navigate their unique financial situations and make significant strides towards their retirement goals.

A native of Huntingtown, MD, Anthony pursued his education at ERAU in Daytona Beach and spent four years teaching English in South Korea. When he is not working with clients, he enjoys going to the gym and relaxing at home.

Erik has been helping clients plan for, and transition into, retirement for more than 19 years. His comprehensive, educational approach provides a clear path for his clients to achieve their financial goals. 

Prior to joining Farther, Erik served clients as an advisor and also supervised financial advisors as a Chief Compliance Officer, upholding a strict commitment to prudent financial conduct. 

When not in his office, Erik can be found hiking in national parks or backpacking with his wife, Elena, and their trusty trail dog, Meadow.

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Tom’s nine years of experience spans life insurance, financial planning, portfolio management, and tax optimization.

It was the challenges of the great financial crisis that originally motivated Tom to pursue a career in finance. He began his career in the life insurance industry, prior to becoming a licensed banker and then a Chartered Financial Analyst, and a financial consultant before joining Farther. He currently works doing financial planning, tax planning, estate planning, investment advice, and portfolio management for his clients. He enjoys the holistic nature of being a wealth advisor and advising clients on their portfolios and financial decisions.

Based in his hometown of Riverside, CA, Tom’s favorite hobbies with family and friends include traveling, movies, rock climbing, snowboarding, and board games.

Christian partners with a select group of corporate executives, entrepreneurs, and attorneys to develop comprehensive wealth management strategies that address the unique challenges they face.

He provides detailed cash flow analysis, tax strategies, concentrated stock management, and customized portfolios – empowering his clients to make sound financial decisions to efficiently manage, grow, and protect their wealth.

Prior to joining Farther, Christian was a wealth advisor at Merrill Lynch, Watermark Capital Management, and Northwestern Mutual. He currently resides in Brooklyn with his family.

Merissa brings a comprehensive, client-centered approach to her role as a wealth advisor on the Focus Team at Farther – specializing in strategic planning, investment management, and financial analysis. Merissa’s particular focus is on pensioned employees, supporting individuals who are navigating the unique challenges of retiring at a relatively young age. With a personal connection to public safety professionals – her husband serves as a paramedic firefighter – Merissa is passionate about helping clients in the public safety field transition smoothly into retirement after years of dedicated service.

Merissa brings a unique perspective from her background in architecture, where she managed multimillion-dollar project finances for established entities including The Smithsonian, Alaska Airlines, and Google. This experience sharpened her ability to think strategically and manage complex financial details on behalf of her clients.

A longtime Edmonds resident, Merissa lives just north of Seattle with her husband and their four energetic boys. Life is an adventure every day, but when they’re craving an even bigger challenge, the family loves hopping on a plane to somewhere warm – with all four kids in tow.

Zac is a financial advisor known for his analytical and relationship-driven approach. With a background in forensic accounting, he helps individuals and families across all income levels gain clarity and confidence in their financial lives through personalized, practical strategies.

Prior to becoming a financial advisor, Zac spent nearly seven years at MDD Forensic Accountants, where he specialized in analyzing complex financial data. He graduated from the University of Arkansas in 2018 and made the shift to advising in 2025 to work more directly with people and have a meaningful impact on their financial futures.

Zac is based in Dallas with his wife. When he’s not working with clients, you can find him on the golf course, under the hood of a car, or spending quality time with friends and family.

Manav brings a relationship-first, planning-driven approach to every client interaction. With a background spanning wealth management, M&A, and corporate development, he helps business owners, professionals, and families design financial strategies that support both long-term growth and everyday peace of mind.

Prior to joining Farther, Manav advised high-income professionals at Florida Financial Advisors with personalized planning and held corporate development roles at the National Fire Protection Association (NFPA). He also gained global investment experience through internships at Julius Baer, Credit Suisse, and Vertex Partners. Manav received his MBA in Finance and International Business from Hofstra University and holds a B.S. in Finance from Binghamton University (SUNY).

Based in Miami, Manav is an avid fan of Formula 1, soccer, football, and tennis. Outside of work, he enjoys music, discovering new restaurants, and planning his next travel adventure.

As a Wealth Advisor, Carrie helps clients navigate life’s financial milestones with clarity, confidence, and purpose. A CERTIFIED FINANCIAL PLANNER® professional and fiduciary, she upholds the highest standard of care—offering objective, fee-based guidance designed to serve her clients’ best interests at every turn. Carrie combines advanced wealth management technology with personalized financial planning to help professionals, entrepreneurs, and those nearing retirement grow, preserve, and transfer wealth while minimizing taxes.

Her disciplined approach integrates portfolio management, equity compensation planning, and comprehensive strategies for tax, retirement income, and estate planning. By aligning all aspects of a client’s financial life, Carrie transforms aspirations into actionable, achievable outcomes—empowering families to protect what matters most while pursuing what’s next.

With experience across the United States and Asia—including roles at Morgan Stanley, and Fidelity Investments—Carrie brings a global perspective and a deep understanding of complex financial needs. Beyond her work as an advisor, she teaches Pilates part-time and believes financial wellness and personal wellbeing are deeply connected—each grounded in balance, discipline, and a commitment to long-term health.