Your Legacy-Minded Team

Our Mission

To bring structure, clarity, and simplicity to financial lives through a proven, tax-efficient process that allows clients to focus on what’s most important in their lives.

Your Advisors at Montage Wealth

A Team Built on Experience and Integrity

A man in a suit and tie is smiling for the camera.
Financial Advisor, Enrolled Agent
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Client Service Manager
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Sofia Ryzhanych

Client Service Associate
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Alisa Gramm

Client Service Associate

Our Core Values

Building Strong Foundations for the Future

  • Practical Planning

    Big goals require thoughtful planning. We take the time to understand what matters most, then create a clear roadmap designed to adapt as your life and priorities change. With practical strategies in place, you can gain the confidence to move forward no matter what the markets bring.

  • Tax Efficiency

    It’s not just about what you earn — it’s about what you keep. Taxes affect every financial decision, which is why we integrate tax-smart strategies into every plan. From investment allocation to retirement withdrawals, we work to minimize tax drag so your wealth has more opportunity to grow and last.

  • Business-Minded

    Our perspective and distinct skill set allow us the opportunity to guide beyond the bottom line to consider every business planning element that may affect your business’s financial story.

  • Continuity-Minded

    We began as a family-owned and operated business. Careful consideration of the next iteration is core to who we are. It’s the kind of foresight from founders and legacy-minded individuals can both benefit.

Our Ultra-High Net Worth Team

Scott Baker, CFA, CFP 

Head of Strategy

Matt Strough, CFP, consultant with glasses in a headshot.
A headshot of Tyler McConville, a consultant, with credentials.
Brian Carrillo, smiling, dark hair and beard, wearing a suit jacket.
Jeff Murry, MBA, CFP, Senior Consultant smiling in a headshot, wearing a suit.
Rod Washington, Senior Consultant. Headshot of a smiling man in a suit, with a purple tie.
Barry Holt, a senior consultant, portrait in a circular frame.

Senior Leadership

Patrick Di Fazio, Director. Man in suit, smiling, headshot in a white circle.
Brian Schmidt, Manager. Man with a smile, wearing a suit jacket and blue shirt.

lending & banking solutions

Headshot of Robert Muruli, Lending and Banking Solutions Consultant, wearing glasses and a blazer.

The Cetera Lending and Banking team offers security-based lending programs financial professionals can use to help address client liquidity needs, whether for personal projects such as home renovations, tax obligations, funding business acquisitions or for raising startup capital.

high net worth guidance

Headshot of Stan Smiley, Esq., High-Net-Worth Senior Strategist and Consultant.

A dedicated resource financial professionals can use to help address their most complex challenges when developing tax, wealth transfer, estate planning and wealth preservation strategies for high-net-worth clients and their families.



The above individuals are employees of Cetera Financial Group. “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC.. All firms are members FINRA / SIPC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.


For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.