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Employee Spotlight: John D'Amelio, CFP® Thumbnail

Employee Spotlight: John D'Amelio, CFP®

Easy-going, humble, animal lover, great conversationalist – there are many ways to describe Soundmark Advisor, John D’Amelio, CFP®. If you get the opportunity to work with John, you’ll know client service is one of his top priorities. He goes out of his way to be available and responsive to his clients.

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Employee Spotlight: Kaliko Veiseh Thumbnail

Employee Spotlight: Kaliko Veiseh

Some describe Kaliko as the “glue” that brings others together. She has been using this “glue” for years, building long-term relationships with many of our clients. “Financial planning is very intimate; it is almost necessary for clients to reveal everything about themselves to allow for the most appropriate planning for them. Trust and integrity are very important to the way I approach my client interactions.”.

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Meet the Team: Ben Hicks – Advisor Thumbnail

Meet the Team: Ben Hicks – Advisor

As we enter the new year, we highlight our newest Financial Advisor, Ben Hicks. Before working at Soundmark, Ben built a successful career in the banking industry, managing banking needs for clients that included Soundmark Principal Bill Schultheis.

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