KEVIN GRAY, CFP®
FINANCIAL ADVISOR | PRINCIPAL
Kevin has over 25 years experience in serving individuals and families in the areas of Retirement Planning, Asset Management and Estate Planning. Before joining Lodestar, Kevin served as Vice President and Financial Consultant at Charles Schwab & Company.
Kevin has held the CFP® (Certified Financial Planner) designation since 1995 and holds a B.A. in Business and Economics from Westmont College in Santa Barbara. When not helping clients or spending time with his wife Ellen, Kevin is likely to be playing or coaching competitive sports with his children, Katie and Jack.
JOE HARRISON, CFP®
FINANCIAL ADVISOR | PRINCIPAL
Joe has been helping people of all backgrounds successfully navigate the world of money for more than twenty-five years – from his early days as a Peace Corps volunteer teaching economics in Ukraine to present-day management of complex financial strategies for corporate executives, business owners, and others.
A Bay Area resident since 1999, Joe lives in Walnut Creek with his wife, son, and two dogs and spends as much of his free time as possible enjoying the incredible nature and diverse culture that surround us.
TONY JURADO, CFP®
FINANCIAL ADVISOR | PRINCIPAL
Tony was captivated by finance at the age of 9 when his father, an economist, gave him 100 shares of his first stock as an introduction to the stock market.
Tony later graduated from Dartmouth College with a degree in Psychology and started his career in financial services. His background in finance and psychology give him a unique ability to integrate wealth management expertise with an understanding of the emotional and psychological effects of money. Passionate about learning, Tony continues to research and study financial planning concepts and portfolio management techniques. He believes that while there are time-tested financial principals that must be adhered to, wealth management strategies should remain flexible to adjust to ever-changing tax laws, economic conditions, and demographic trends.
MISHAELA ALBRIGHT, CFP®, CPA
FINANCIAL ADVISOR
Mishaela provides a specialized, human-focused approach for a wide range of clients, from those in the early stages of their careers to high-net-worth individuals and families. With both CPA and CFP® designations, she has deep expertise in tax and equity compensation planning (ISOs, NQOs, RSUs, and ESPPs). She creates tailored diversification strategies and broad financial plans to help people reach their true desires.
An active adventurer originally from Maine, Mishaela loves exploring the local food, wine, and geography of NorCal, as well as traveling around the world.
JASON MCCOY, CFA®, CFP®
FINANCIAL ADVISOR
Jason is responsible for designing and maintaining clients’ financial plans, assisting in the implementation of investment portfolios and performing ongoing research on investment strategies and the economic landscape. He often serves as the liaison with the client’s other financial service professionals, including tax professionals and estate planning attorneys.
Jason is a Chartered Financial Analyst (CFA) charterholder and has a Bachelor of Science in Philosophy from Western Oregon University. He and his wife, Maria, live in Walnut Creek.
ANTHONY SMITH, CFP®
FINANCIAL ADVISOR
Anthony’s desire and drive to help others is evident as soon as you meet him. He provides an unmatched client experience, combining care with detailed focus on his clients’ financial health.
Anthony earned his CFP® certification at the age of 23, making him one of youngest CERTIFIED FINANCIAL PLANNER™ holders in the country. After growing up in Connecticut and then graduating from Virginia Tech – one of the top Financial Planning programs in the nation – Anthony decided to make the west coast his home. And thankfully for us and our clients, he could not be happier with the decision.
ANGELA HAMAMJY
OFFICE MANAGER
Angela coordinates the delivery of financial services to the firm’s high net worth clients and ensures that the office is running smoothly and efficiently. As part of our client-centered team, Angela supports all client communications and paperwork. Please call Angela if you have questions about your account documentation, the status or holdings in your account, or if you need to withdraw funds.
KELLY PFISTER
CLIENT SERVICES
Kelly is an invaluable part of our client service team. She enhances client experience with efficient and excellent service. Working closely with Angela in many of the operational duties of the firm, Kelly handles much of Lodestar’s client-servicing and advisor-supporting responsibilities. Luckily for our clients, she is usually the first person seen when they walk into our office.