Experience and Expertise to Guide You
The Advisory Group of San Francisco celebrates over 20 years of helping our clients secure their financial independence. As a pioneer in the industry, we are one of the first independent fee-only financial planning firms in the U.S. We’ve been a true fiduciary since the beginning, putting the interests of our clients above all else.
Meet your Advisory Group team:
Greg Patterson, MBA
CEO, SENIOR ADVISOR
Lisette Smith, CFP®, CDFA®, MBA
SENIOR ADVISOR
Tanya Rapacz, CFP®
SENIOR ADVISOR
Eric Sousa, MBA
REPORTING AND DATA MANAGER
Mariame Pierce, CFP®
ASSOCIATE WEALTH ADVISOR
Kyle Dodson, CFP®
ASSOCIATE WEALTH ADVISOR
Olga Prakapenkava, PMP®
EXECUTIVE ASSISTANT/PROJECT COORDINATOR
Kristin Harad, CFP®
CONTENT & COMMUNICATIONS
Adam Knihtila
CFO
