Sherry E. Williams, CFP®
Senior Financial Advisor
Sherry is a Senior Financial Advisor working directly with clients to establish and implement portfolio strategies based on individual client objectives. She joins us from Bank of New York Mellon Corporation, who in 2001 acquired Van Deventer and Hoch, where she was a partner and had worked since 1990. Sherry has a BS in Sociology with minors in Business and English, a certificate in personal financial planning from the University of California, Los Angeles and is a Certified Financial Planner. Sherry is also a member of the CFA Society of Los Angeles, the CFA Institute and the Financial Planning Association. Sherry resides in Pasadena with her husband of 15 years and their two boys. She is active with the Barnhart School in Arcadia and is on the Pasadena American Little League board and on the Planned Giving committee of Arcadia Methodist Hospital.

Cari Leamy
Financial Advisor
Cari is a Financial Advisor at the Golub Group, overseeing relationships of the firm and serving as a primary point of contact for our clients. As an advisor, she works with clients and our portfolio management team to implement investment strategies designed with clients’ long-term goals in mind. Cari is also responsible for discussing the firm’s outlook on the market and investments, and for being a resource to our clients for other financial needs they may have. She brings with her nine years of experience and a passion to help our clients protect and grow their wealth for the long-term. Prior to joining the firm, she managed client relationships at Fisher Investments Private Client Group, provided retirement advice and solutions to individuals and institutions at Lincoln Financial Advisors, and began her career in wealth management at Banc of America Investment Services. Cari is currently working towards earning the Chartered Financial Analyst designation and holds a Bachelors of Science in Political Science and Minor in Business Administration from the University of Oregon.

Jennifer Rouse
Director of Operations and Chief Compliance Officer
Jennifer oversees the operational activities of the Golub Group and also serves as the firm’s Chief Compliance Officer. Jennifer has over 11 years of experience in the financial services industry. Her primary responsibilities include HR, Golub Group performance reporting, oversight of client account administration, and client invoicing. Prior to joining the Golub Group, Jennifer was a portfolio administrator for Stafford Capital Management, LLC in San Francisco. She is currently pursuing her Bachelor’s Degree in Business Administration and lives in Alameda, CA with her husband, Roger.

Diane Johnson
Associate Relationship Manager
Diane is a member of the Private Client team at Golub Group. She brings with her over 10 yeas of experience in the financial services industry. As part of the Private Client Group, Diane’s primary responsibility is to help in the fulfillment of daily requests made by clients of the firm. She joins us from Bank of New York Mellon Corporation where she provided client service and administrative support to a team of Senior Relationship Managers. She and her husband reside in Simi Valley and have one adult son.

Eric Jungling
Client Service Manager
Eric is part of the Private Client Group and Investment Operations Team and brings with him over 7 years of experience in the financial services industry. Eric’s primary responsibilities with the Golub Group include daily fulfillment of client requests, the administrative handling of client accounts, and serving as a liaison between Golub Group and Schwab Institutional. Before joining the Golub Group, Eric served in the Asset Management and Client Services divisions of Charles Schwab & Co. in San Francisco. Eric holds a Bachelor of Arts degree in Business Economics from the University of California at Santa Barbara. Eric is currently enrolled in the Certified Financial Planner program through the University of California system.

Jessica Serrano
Client Service Manager
Jessica is a Client Service Manager and has been in the financial services industry since 2004. Jessica’s primary responsibilities with the Golub Group include daily fulfillment of client requests, the administrative handling of client accounts, and serving as a liaison between Golub Group and Schwab Institutional. Before joining Golub Group, Jessica was a Registered Sales Assistant & Paraplanner with First Horizon Investment Services in San Jose. Jessica holds a bachelor’s degree in English from Santa Clara University as well as the Registered Paraplanner designation from College for Financial Planning. 

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