The One Capital Management family consists of a dedicated team of professionals who are devoted to making a positive difference in our clients lives. As a firm, we are committed to fostering a culture of equality and fairness that forges a path of professional growth.

“ Teamwork is the ability to work together towards a common vision. The ability to direct individual accomplishments towards organizational objectives. It is the fuel that allows common people to attain uncommon results.” - Andrew Carnegie

The One Capital Management family consists of a dedicated team of professionals who are devoted to making a positive difference in our clients lives. As a firm, we are committed to fostering a culture of equality and fairness that forges a path of professional growth.

“ Teamwork is the ability to work together towards a common vision. The ability to direct individual accomplishments towards organizational objectives. It is the fuel that allows common people to attain uncommon results.”
- Andrew Carnegie

Samantha Bakke
Executive Director | Wealth Management
Brad M. Barrett
Managing Director | Wealth Management
Wayne Baxter
Senior Executive Manager | Wealth Management
Mark Binder
Executive Director | Wealth Management
Patrick J. Bowen
President
Joe Caballero
Executive Director | Wealth Management
Sheila Cimini
Director | Client Services
Mike Chisick
Managing Director | Wealth Management
Senior Portfolio Manager
John Clagett
Managing Director | Wealth Management
Kris Clagett
Director
Nicholas Costas
Associate | Wealth Manager
Steve Cowley
Chief Investment Officer
Dan Cozano
Executive Director | Wealth Management
Mark Dickamore
Managing Director | Wealth Management
Nick Gardner
Managing Director | Wealth Management
Cranston "Dan" Gesell
Executive Director | Wealth Management
Eric Hamel
Executive Director | Wealth Management
Ryan Howard
Director | Wealth Manager
Chad Kessler
Managing Director | Wealth Management
Michelle Kleynberg
Director | Human Resources
Shelley Lantz
Chief of Staff
Ross Lloyd
Executive Director | Wealth Management
JP Mabini
Managing Director | Wealth Management
Sean McKeon
Managing Director | Wealth Management
Donald H. McDonald
Founder | Managing Director
Nicholas McDonald
Senior Executive Manager | Wealth Management
Lance Messervy
Executive Director | Senior Portfolio Manager
Mark Miller
Executive Director | Wealth Management
Candy Moore
Director | Wealth Management
Carl Mueller
Executive Director | Wealth Management
Jason Nahoul
Managing Director | Senior Portfolio Manager
Brady Nance
Managing Director | Wealth Management
James Nitchke
Managing Director | Wealth Management
Jared Osborne
Executive Director | Wealth Management
Alejandro Phillips
Executive Director | Human Resources
Sean Righter
Managing Director | Wealth Management
Tobie Rodriguez
Executive Director | Wealth Management
Derek Schwartz
Executive Director | Senior Portfolio Manager
Tim Sheldon
Managing Director | Senior Portfolio Manager
Zamir Siddiqi
Executive Director | Wealth Management
Sarah Slusher
Managing Director | Wealth Management
Jeff Smith
Managing Director
Danielle Spencer
Executive Director | Operations
Zack Stein
Managing Director | Wealth Management
Matt Stephenson
Managing Director | Wealth Management
Eric Swanson
Executive Director | Wealth Management
Dan K. E. Stridsberg
Managing Director
Jason Thomas
Director | Wealth Management
Craig Valdes
Managing Director | Wealth Management
Kaitlyn Voyce
Director | Wealth Manager
Curtis Wheeler
Chief Compliance Officer
Jeremy White
Director | Client Services
Andrew Whitehouse
Director | Wealth Management
Sheri Ann T. Chang Yamaguchi
Managing Director | Wealth Management
Adele Young
Managing Director | Senior Portfolio Manager
Laura Zimmerman
Executive Director | Senior Portfolio Manager