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:

Gregory PattersonGreg Patterson, Retirement Plan Services

Greg Patterson, MBA

CEO, SENIOR ADVISOR

Lisette SmithLisette Smith, Certified Financial Planner (CFP®)

Lisette Smith, CFP®, MBA

COO, SENIOR ADVISOR

Margaret HillerMargaret Hiller, Certified Financial Planner (CFP®, CPC)

Margaret Hiller, CPC, CFP®

SENIOR ADVISOR

Jay Hurford JRJay Hurford, Certified Financial Planner (CFP®, CIMA®, RMA®)

Jay Hurford, CFP®

SENIOR ADVISOR

Ryan Chavez Certified Financial Planner (CFP)Ryan Chavez Certified Financial Planner (CFP)

Ryan Chavez, CFP®, CPWA®

PERSONAL WEALTH ADVISOR

Donna CastilloDonna Castillo The Advisory Group of San Francisco

Donna Castillo, FPQP®

PARAPLANNER

Kelli PallanschKelli Pallansch Retirement Plan Services

Kelli Pallansch

OPERATIONS AND CLIENT SERVICE ASSOCIATE

Michael Brody, Financial AdvisorMichael Brody, Financial Advisor

Michael Brody, AIF®, CPFA, MBA

ADVISOR

Cynthia MartellCynthia Martell

Cynthia Martell

ADMINISTRATIVE ASSISTANT

Kristin HaradKristin Harad

Kristin Harad, CFP®

MARKETING ADVISOR

Roger PattersonRoger Patterson ChFC®

Roger Patterson, ChFC®

FOUNDER