CONTACT
Call or Visit
1211 Newell Ave. Suite 120
Walnut Creek, CA 94596
Main: 925.433.9533
By Appointment Only
Chris J. Held, CFP®, CRPS® - Managing Partner, Private Wealth Advisor
chris.held@elementwm.com
Cortland L. Golightly - Managing Partner, Private Wealth Advisor
cortland@elementwm.com
Roy C. Jerrolds - Private Wealth Advisor
roy.jerrolds@elementwm.com
Chris Dominguez - Private Wealth Advisor
chris.dominguez@elementwm.com
Tiffany J. Shaver - Director of Client Services
tiffany.shaver@elementwm.com
Holly Dirks - Client Service Associate
holly.dirks@elementwm.com
Ryan Chand- Client Service Associate
ryan.chand@elementwm.com