Raymond James


People and resources dedicated
to your financial well-being.

Here in our Walnut Creek office, individuals, families, business owners and professionals alike have found seasoned financial guidance to help them with their financial needs. From financial planning to wealth management, our advisors represent a variety of disciplines and specialties. So, no matter what your stage or position in life, we have the expertise and experience to help you plan, pursue and achieve your financial goals.

Meet our Management Team

  • Nathan Clakley

    Northern California Complex Manager


    Direct: 925.952.5252
    Email | Visit Website


  • Michael Ruttenberg

    Complex Administrative Manager


    Direct: 925.952.5264
    Email


  • Meet our Financial Advisors


  • Stephen Besse, CFP®

    Senior Vice President, Investments
    Financial Advisor
    Direct: 925.952.5277
    Email |


  • Mary Brooks, CFP®

    Managing Director
    Senior Vice President, Investments
    CERTIFIED FINANCIAL PLANNER™
    Wealth Management Specialist
    Direct: 925.952.5258
    Email | Visit Website


  • Shams Deitrick, CFP®

    Managing Director
    Senior Vice President, Investments
    Managing Director
    Wealth Management Specialist
    Direct: 925.952.5242
    Email | Visit Website


  • Joe Gruber, AAMS®

    Vice President, Investments


    Direct: 925.952.5245
    Email


  • Rich Holine, CFP®

    Vice President, Investments
    Financial Advisor

    Direct: 925.952.5253
    Email | Visit Website


  • Maggie O’Hearn, CFP®, AAMS®

    Financial Advisor


    Direct: 925.952.5249
    Email


  • Lynn Opp, CFP®, CRPC®

    Vice President, Investments


    Direct: 925.952.5256
    Email | Visit Website


  • Steven Peters, CFP®

    First Vice President, Investments
    Financial Advisor

    Direct: 925.952.5255
    Email


  • Patricia Ramirez

    Financial Advisor

    Direct 925.952.5248
    Email



  • Meet our Support Staff


  • Lacey Brook

    Client Service Associate


    Email


  • Thomas Ginty, CFP®, AAMS®

    Registered Sales Associate


    Direct: 925.952.5251
    Email


  • Vanessa Jimenez

    Sales Associate


    Direct: 925.952.5272
    Email


  • Christina Lira

    Senior Client Service Associate


    Direct 925.952.5266
    Email


  • Ila Dela Merced

    Sales Associate


    Direct: 925.952.5259
    Email | Visit Website


  • Debra Rodriguez

    Operations Specialist


    Direct: 925.952.5240
    Email


  • Jane Rutledge

    Senior Registered Sales Associate


    Direct: 925.952.5275
    Email | Visit Website