OUR TEAM
is Your Team
KEVIN GRAY
Principal Advisor, CFP®

For over 25 years, Kevin has been leveraging his extensive expertise in wealth management to guide individuals and multi-generational families through every aspect of asset management, retirement planning, and estate planning.

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TONY JURADO
Principal Advisor, CFP®

Tony’s degree in Psychology from Dartmouth, coupled with his CFP® designation, gives him a unique ability to provide clients with expert financial advice thoughtfully delivered with a deep understanding of the emotional and psychological effects of money.

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JOE HARRISON
Principal Advisor, CFP®

With significant experience in strategic planning and analysis, spanning corporate and start-up worlds, Joe helps individuals, families, and business owners understand the details of their financial lives while never losing sight of the big picture.

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BRYAN HASLING
Partner Advisor, CFP®, EA

With advanced knowledge in tax & financial planning, Bryan helps ambitious professionals and successful families create their path to financial independence. In an ever-changing world, he balances tactical advice with thoughtful intention to reach that vision.

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JASON MCCOY
Wealth Manager, CFA®, CFP®,

As the firm’s Wealth Manager, 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.

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ANTHONY SMITH
Financial Advisor, CFP®

From building budgets and developing savings goals, to analyzing loans and constructing optimal pay-off strategies, to mapping detailed paths towards retirement and other goals, Anthony helps his clients in all aspects of financial planning. 

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KELLY PFISTER
Client Services Associate

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.

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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.

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RANDALL MANLEY
Founder, JD, MBA

Randy is a financial advisor serving both individuals and retirement plan sponsors. He graduated from Stanford University and subsequently earned graduate degrees in law and business from the University of California.

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GETTING TO KNOW EACH OTHER
not your average financial advisor

KEVIN GRAY

PRINCIPAL ADVISOR, CFP®

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.

TONY JURADO

PRINCIPAL ADVISOR, CFP®

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.

JOE HARRISON

PRINCIPAL ADVISOR, CFP®

Joe has a deep knowledge of the various tools of money, including stock options and restricted shares, deferred comp and pension plans, real estate investments, debt instruments, and tax shelters. That technical knowledge is balanced with a respectful awareness of the emotional influence that money exerts.

Working for a start-up during the dot-com bubble, Joe watched co-workers go from euphoria to misery as they spent money they didn’t have from stock options that hadn’t vested and later became worthless.

Years later, as a corporate executive, he saw peers lose huge opportunities for tax savings because they didn’t understand or properly manage their ESPP, restricted shares, deferred compensation, and myriad other benefits. After decades of seeing first-hand how profoundly people’s lives can be affected by good and bad financial decisions, Joe seeks to leverage that knowledge and help others.

BRYAN HASLING

PARTNER ADVISOR, CFP®, EA

Bryan helps ambitious professionals and successful families reach financial independence. He strategically guides his clients through high-impact areas like retirement planning, tax planning, and equity compensation packages, including RSUs, ESPPs, stock options and more. 

In addition to being a CERTIFIED FINANCIAL PLANNER™, he is an IRS Enrolled Agent, one of the highest degrees in tax education.  Prior to joining Lodestar, Bryan worked with financial planning firms in the Dallas-Ft Worth and Lubbock, TX areas, helping high net worth families and business owners. He attended Texas Tech University, where he studied Financial Planning & Economics. At TTU, he was chosen as the program’s “Outstanding Senior,” an honor given to its top student.

JASON MCCOY

WEALTH MANAGER, CFA®, CFP®

As the firm’s Wealth Manager, 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

FINANCIAL ADVISOR, CFP®

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. 

KELLY PFISTER

CLIENT SERVICE ASSOCIATE

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.

ANGELA HAMAMIY

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.

RANDALL MANLEY

FOUNDER, JD, MBA

Randy is a financial advisor serving both individuals and retirement plan sponsors. He graduated from Stanford University and subsequently earned graduate degrees in law and business from the University of California.

He engaged in private law practice with Cooley Godward in San Francisco, and then became General Counsel of the investment banking firm, Hambrecht & Quist. He joined Lodestar in 1989.