Our Team We work together to provide a warm, boutique client experience personalized to you. Our team’s everyday goal is to make a positive impact on everyone's life that we come across. We know that trust is not easily given; and even less easily earned. We strive to be our clients’ first call and most trusted resource for financial matters. With us as their financial co-pilot, our clients find comfort in the knowledge that they have a plan and a professional team that is continuously monitoring their investments, so they can live their lives to the fullest. Matthew Foertsch, AIF®, ChFEBC℠ Financial Planner (408) 515-1932 matthew@AthenaWM.com Bryan Foertsch Financial Planner (408) 390-7775 firstname.lastname@example.org Lyudmila Gnedash Office Manager (650) 390-5074 (408) 716-2769 lyudmila@AthenaWM.com Advanced Planning Support Stanley R. Smiley, Esq., J.D. Estate and Tax Planning Team Juliet A. Hendrickson, Esq., J.D. Estate and Tax Planning Team Investment Committee Support Brian Klimke, CFA Investment Director Collin Martin, CFA Senior Investment Analyst Learn About Our RIA/Broker-Dealer Want to learn more? Submit your information below and we will contact you shortly. Name Email Phone Message Thank you! Oops!