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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.

As a Managing Director and Wealth Advisor at Farther, Jordan Soclof believes that true financial planning requires going a step further. Jordan works specifically with Fortune 500 professionals to transform complex corporate benefit packages into streamlined engines for wealth. By fully integrating these benefits into a holistic retirement strategy, he ensures his clients are not only saving more but doing so in the most tax-efficient manner possible.

Jordan brings a uniquely well-rounded perspective to Farther, having spent years at Bank of America and Merrill Lynch. His career spans the full spectrum of the industry—from navigating the rigors of enterprise compliance and risk management to delivering tailored solutions in high-net-worth wealth management. This blend of regulatory discipline and bespoke advisory allows him to manage client portfolios with both a strategic edge and a defensive mindset.

Jordan lives outside NYC with his wife and three children. A firm believer in balance, he is an avid golfer and remains deeply committed to giving back to his community.

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.

Growing up in the former Soviet Union and witnessing a nation-wide transformation firsthand, Yuliya learned a fundamental truth early on: life is constant change. This unique perspective shaped her approach to wealth management, teaching her that while change is inevitable, it doesn't have to be overwhelming.

With over 15 years of combined experience across Banking and Wealth Management, Yuliya is passionate about helping her clients navigate financial complexities. She strives to help them adapt to their changing circumstances with confidence rather than fear. Her deep expertise encompasses retirement planning (or the "work-optional" stage of life), business succession, tax optimization strategies, risk management, and estate planning.

Yuliya holds a BA in Communications from California State University San Marcos, which allows her to translate complex financial concepts into clear, actionable advice. Based in San Diego, CA, she shares her life with her husband and two sons. When she isn't helping clients secure their futures, you can find her skiing, camping, cheering on her sons’ sports teams, or hiking the San Diego trails with friends.

All too often, life gets busy – and we fall into a comfortable routine… Some might say we go on “autopilot”. Our personal dreams, aspirations, and goals are moved down the priority list, as life is consumed by day-to-day activities. Our money story is often the culprit behind this autopilot routine. The challenge becomes identifying our current financial situation and deciding if, when, and how to take action. These actions, or non-actions, can have compounding effects – years down the road – in a positive or negative manner.

James has spent over a decade empowering his clients to take action toward their financial freedom. He earned his B.S in Accounting from Eastern Washington University and his MBA in Global Management from the University of Phoenix. His approach is focused on education and making sense of the complex financial strategies available to each individual client. A partnership is created that encourages collaboration between James, his clients, and other professionals brought onto a client’s wealth team. The framework created by these partnerships allows for all parties to participate in the alignment of the personal goals of the client and the pathway that the financial strategies offer to obtaining financial freedom.  

James is an “outside the box” type of person. He loves learning, tackling challenges, and creating new experiences. You can find James cycling over the highest peaks in Europe, improving a skill set (such as his swim technique), assisting his kids in navigating life, and becoming location independent with his wife (via the implementation of an RV lifestyle).

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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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.

Scott brings over 25 years of experience in the financial services industry, specializing in retirement and investment planning. As a fiduciary advisor, he partners with individuals and families to navigate the complexities of building wealth, managing risk, and planning for the future. With expertise spanning equity trading, institutional sales, and advisory services, Scott provides clients with disciplined strategies designed to achieve lasting financial confidence.

His passion for investing began early, shaped by both the opportunities and challenges of the markets. After earning his degree in Finance and Insurance from the University of Hartford, Scott launched his career as a Financial Advisor with Prudential Securities in New York City, where he saw firsthand the value of strong relationships and thoughtful guidance. He went on to spend a decade as a proprietary equity trader, mastering the realities of bull and bear markets, before advancing his career in Institutional Equity Sales at William O’Neill + Co. and Zacks Investment Research. Each role strengthened his belief that long-term success comes from clarity, patience, and always putting clients first.

Scott lives in Natick, Massachusetts, with his wife and two daughters. Outside the office, he enjoys skiing in Vermont, relaxing at the beach with family and friends, and cheering on his favorite local sports teams.

Mike’s passion lies in helping clients worry less about their wealth and enjoy more of what matters most. He approaches each relationship with empathy and insight, drawing on his own personal experience with loss and resilience. After becoming a widower and single father of three at a young age, Mike experienced firsthand the value of thoughtful financial planning – an experience that continues to shape the way he serves his clients today.

Mike’s practice centers on understanding each client’s unique priorities and then designing personalized strategies to help them achieve their financial goals with confidence.

In addition to his advisory work, Mike is a seasoned entrepreneur. He co-founded the tech startup Fresh Consulting in 2009 and led the company through a successful exit in 2017. He currently serves on several advisory boards, including the International Association of Astronomical Studies, Tech9, the American Financial Education Alliance, and the Pursuit of Happiness Academy.

Mike holds a B.S. in Marketing with a minor in Dutch Literature from Brigham Young University. A former speechwriter for the Dutch Minister of Defense, Mike has worked across a range of creative and technical roles – from planetarium producer and radio DJ to sound engineer and wilderness survival instructor. He also performs as a drummer with local music groups.

Born in Boulder and raised in Louisville, Mike is a proud Colorado native who has also lived in Utah, Seattle, the Netherlands, and Belgium. He now enjoys rediscovering his home state through golf outings, hiking, skywatching, off-roading, and time with family.

Jared has over 30 years of experience helping individuals and families navigate their financial lives with clarity and confidence. He built his practice around a strong commitment to fiduciary responsibility, accountability, and client-first decision making—which is why he founded Capital Portfolio Management.

He takes a highly personal approach to wealth management, grounded in the belief that what he recommends to clients should reflect what he would do for himself and his own family. He invests alongside his clients using the same strategies and solutions, giving him firsthand insight into performance and reinforcing his commitment to shared outcomes. At the core of his philosophy is a focus on managing risk, which he views as the most important role he plays as an advisor—helping clients navigate changing markets while staying aligned with their long-term goals. Recognizing that no two clients are the same, he develops personalized strategies tailored to each individual’s needs, priorities, and circumstances.

In early 2025, he made the decision to partner with Farther to leverage its intelligent wealth platform and bring enhanced tools, deeper insights, and more customized strategies to current and future clients. In 2026, he joined the Focus Team to expand his retirement planning capabilities and work with experienced advisors, further deepening the insights he brings to those he serves.

Jared has been married for 34 years and has three grown children. He stays active in his community by officiating high school football and soccer at a small parochial school in Topeka and enjoys spending time with his family in Colorado.

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.

Jay brings clarity and thoughtful guidance to help individuals and families navigate their financial lives with confidence. He specializes in simplifying retirement income planning, investment strategy, tax planning, and wealth building—working with professionals, business owners, and families across all wealth stages.

With deep experience in financial advisory, Jay spent formative years at Vanguard and Charles Schwab overseeing substantial client relationships, many spanning over a decade. This long-term approach allows Jay to deeply understand each family's evolving situation, values, and goals—and to help them prepare proactively rather than react to life's changes. He works with entire families, not just one decision-maker, coordinating comprehensive wealth strategies that include trust and estate planning. Often, Jay is brought in by one spouse to ensure the entire family is prepared, protected, and financially confident—eliminating surprises and fear when major life transitions occur.

His entrepreneurial background in real estate, retail, and e-commerce rounds out his perspective on building and protecting wealth. Jay is also passionate about strategic philanthropy and community impact. As a member of the Association of Fundraising Professionals (AFP), Greater Arizona Chapter, he partners with local nonprofits and charitable organizations as both an advisor and fundraising strategist, helping mission-driven leaders maximize their impact while building sustainable financial foundations.

He brings the same thoughtful, long-term approach to nonprofit governance that he does to family wealth planning. At the core of Jay's work is a belief that trust and alignment matter more than net worth alone. He is committed to transparent, fiduciary guidance that aligns money with values and long-term goals, whether clients are preparing for retirement, managing significant wealth, or leading mission-driven organizations. He listens carefully, asks thoughtful questions, and serves as a trusted strategic partner within his clients' inner circle.

When he's not advising clients, Jay enjoys time with his family traveling, woodworking, and exploring the unpaved roads of Arizona in his 4Runner. He's passionate about food—he lives to eat, not eats to live—loves spending time with his two dogs, and constantly seeks out new experiences that enrich his life.

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

Motivated by the complexities of the 2008 financial crisis, Tom dedicated his career to helping others navigate the often-unpredictable world of finance. He built a rigorous academic foundation to support this mission, earning a Bachelor’s in Finance from California State University at Fullerton and a Master’s in Finance and Economics from West Texas A&M. Before joining Farther, he earned the prestigious Chartered Financial Analyst (CFA) designation, further sharpening his expertise in portfolio management and tax optimization. Today, he provides his clients with a truly holistic experience, integrating financial planning, tax strategy, estate planning, and investment advice into a single, cohesive vision.

A native of Riverside, CA, Tom enjoys the intellectual challenge of being a wealth advisor and the personal reward of seeing his clients thrive. Outside of work, he is an avid traveler and film enthusiast who stays active through rock climbing and snowboarding, or relaxes with friends over a board game.

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.

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.

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.

Most financial advice stops at investments; Carrie distinguishes her practice by leading with on-going tax efficiency.

As a dually certified CFP® and TPCP® professional, she integrates proactive, advanced tax strategies into every facet of her comprehensive wealth management frameworks. She specializes in navigating the intricate financial landscapes of high-net-worth individuals, including equity compensation, complex business structures, retirement plans, and sophisticated estate and philanthropic planning. She empowers clients with the insights to move beyond simple accumulation toward a strategy where wealth is purposely preserved and transitioned to future generations in the most tax-advantageous manner.

Her global perspective is informed by a tenure at Morgan Stanley and Fidelity Investments spanning the United States and Asia. Fluent in Mandarin and Cantonese, Carrie earned her Bachelor of Business Administration (BBA) from Baruch College; and her Financial Planning Certificate from New York University.

Beyond her work, Carrie enjoys teaching Pilates part-time and believes that financial wellness and personal wellbeing are deeply connected—each grounded in balance, discipline, and a commitment to long-term health.

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Hunter brings a personalized, relationship-driven approach to financial planning, helping clients clarify their goals and build strategies around what matters most. He focuses on thoughtful planning, disciplined investment guidance, and clear communication, working closely with each client to create a path toward long-term financial success.

A graduate of the University of Pittsburgh with a Bachelor’s degree in Finance, Hunter is passionate about supporting individuals and families as they navigate important financial decisions. As a member of Farther’s Focus Team, he is dedicated to understanding each client’s unique circumstances and providing tailored guidance—whether preparing for retirement, building an investment strategy, or planning for life’s major milestones.

Outside of work, Hunter enjoys traveling, diving into his latest book, and staying active in his community as an assistant football coach.

Andrew combines a deep technical background with a passion for helping clients navigate their most complex financial milestones. With over a decade of experience across investment banking and private wealth management, Andrew’s approach is rooted in holistic planning. He believes that a truly effective financial strategy isn't just about the numbers; it’s about aligning a client’s unique life goals with a customized, disciplined roadmap for the future.

Andrew is a CERTIFIED FINANCIAL PLANNER® professional, a CIMA® professional, a RICP® professional, and a CEPA® professional. Andrew takes a holistic approach to wealth management, ensuring all aspects of a client’s financial picture are seamlessly integrated and working toward a common goal. Before joining Farther, he honed his expertise at Wells Fargo Advisors and Symmetry Wealth Advisory Group, focusing on tailored financial planning. His career also includes significant experience in the institutional space; at Cresset Capital, he participated in extensive manager research, including private investment diligence across private equity, venture capital, and real estate. Having previously served as an Investment Banking Associate at Societe Generale, Andrew offers clients a sophisticated perspective that blends "Wall Street" analytical rigor with personal "Main Street" advisory.

A graduate of the Kelley School of Business at Indiana University with degrees in Finance and International Business, Andrew now calls the New York City area home with his wife, Amanda. Outside of the office, he is an avid traveler, and he has traveled to over 27 countries and counting. When he’s not on the slopes as a frequent skier or exploring a new destination, you can usually find him spending time with friends and family or cheering on his favorite New York sports teams.

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With a decade-long journey in the insurance & finance industry, Sam began his career in 2008 administering insurance programs for The Florida Bar Member Benefits. During that time, Sam worked exclusively with attorneys, helping them secure disability income insurance, life insurance, dental & vision coverage, and health insurance. Today, he specializes in comprehensive financial planning, prioritizing asset protection to safeguard his clients' financial futures.

What makes Sam stand out is his meticulous attention to detail, strong ethical standards, and unwavering commitment to delivering value in every financial plan. He takes great pride in providing excellent service to his clients. As a dedicated financial advisor, Sam's mission is to protect his clients' assets while helping them attain their financial goals.

Outside of work, Sam enjoys golfing, feeding the wildlife in his backyard, traveling, and spending quality time with his family. Sam is happily married to his wife is Michelle, has one son, Bentley, one step-son, Kasen, and one Golden-Doodle, Lola. His greatest accomplishment has been raising Bentley to be a wonderful young man and stellar academic student.

As a financial advisor, Joshua helps Kaiser Permanente employees maximize their complex retirement benefits, alongside specializing in Disability Planning and Special Needs Trusts. He takes time to understand his clients' goals, build comprehensive plans, and parse complex financial instruments, standing by their side long after the first investments are made.

Joshua’s finance journey began at age five when his mother matched his allowance for funding a CD—a lesson that later helped him buy real estate on an assistant’s salary. Armed with a BA in Political Science, his advocacy is deeply personal. His partner’s chronic illness revealed the true financial impact of healthcare, inspiring his mission to empower vulnerable families with compassionate guidance.

Joshua firmly believes the clients are the mission. Outside the office, Joshua’s dedication is fueled by his own family. He draws daily inspiration from his personal journey, using it as the driving force behind his tireless work for the individuals he serves.

Yury Dzhishkariani brings a client-first philosophy shaped by nearly a decade of experience in financial services and consultative relationship management. Known for his ability to build genuine trust quickly, Yury takes a goals-based approach to financial planning — listening carefully, asking the right questions, and helping clients make confident decisions at every stage of their financial journey.

Prior to joining Farther, Yury served as a Client Relationship Consultant at U.S. Bank, where he ranked at the top of his district for client production and held the highest new-client closing rate on his team. He worked closely with Wealth Advisors and Small Business Specialists to deliver holistic financial solutions across investments, insurance, and lending.

Yury holds the SIE, an Oregon Life & Health Insurance License, and a BA (Honors) in International Jurisprudence from MGIMO University. Yury lives in the Portland, Oregon area, where he is deeply rooted in the local community. Outside of work, he is passionate about financial markets, self-development, and staying active. He brings the same energy and dedication to his personal life that he brings to every client relationship — and is genuinely excited to help people in the Pacific Northwest build the financial futures they deserve.