Our Team

bruceBruce R. Barton, CFP® CFA
Principal and Wealth Manager

When Bruce started his career in wealth management, he quickly discovered how much he enjoyed drawing on powerful economic principles to help clients solve their financial challenges.

As firm owner, Bruce oversees all aspects of client service and business operations and is responsible for organizing the team’s work to achieve client service standards. He serves informally as chief financial planning officer, chief investment officer and head of tax planning. He thrives in meeting the complex wealth management needs of our clients, managing their financial, investment, tax and related goals.

Bruce started his working life as an engineer. He then spent over a decade in executive and senior product management positions for several venture capital–backed startup companies and Alcatel, the telecommunications equipment supplier. Yet he retained an interest in financial markets that dated back to childhood, and about 15 years ago that lifelong interest and a family situation prompted him to pursue a career in wealth management. An engineer to the core, he applies that education and expertise to the technical aspects of finance and investing.

Outside of work, Bruce is an avid swimmer and gets up early enough for his 6 a.m. swim most days of the week. He has swum from Alcatraz Island to San Francisco five times and counting. In college he played inside linebacker for the Claremont-Mudd Stags and has sailed up and down the California coast during a gale. He usually has at least two books that he is reading and has played electric guitar in a neighborhood rhythm-and-blues band. He lives in Los Gatos with his wife and dog, and has two kids away in college.

Education and Certifications

Bachelor of Arts, Liberal Arts, Claremont McKenna College

Bachelor of Science, Engineering, Harvey Mudd College

Master of Business Administration, Finance, University of Chicago

CERTIFIED FINANCIAL PLANNER™ Professional

Chartered Financial Analyst®

NAPFA Registered Financial Advisor

Memberships and Community Involvement

NAPFA Board of Directors, 2010–2011

NAPFA West Region Board of Directors, 2008–2011

NAPFA West Region Board President, 2009–2010

Santa Clara Aquamaids Synchronized Swimming Club Current Board Member and former Treasurer

janetJanet L. Josselyn
Financial Planning Analyst and Client Services Manager

Janet thrives on easing the financial lives of our clients. Whether she is helping new clients make sense of intricate financial paperwork or updating the financial plan of a longtime client, she strives to create a positive, concierge-like experience.

Janet’s career inspiration grew out of a personal interest in financial planning. She rightly believed that working in the industry would enhance her knowledge. Since joining our firm nine years ago, both her understanding of wealth management and her job responsibilities have grown. Today she is committed to helping people apply the principles of personal finance so they can achieve their financial goals.

Outside of work, the Campbell resident enjoys traveling, especially to Maui. She also likes to spend time with her two dogs, Molly and Max, and host pizza parties for friends and family, serving pizza that she crafted herself.

Education and Certifications

Bachelor of Business Administration, Marketing Management, New Mexico State University

Memberships and Community Involvement

New Mexico State University Alumni Association, Bay Area Chapter Coordinator

Campbell Community Center Neighborhood, Group Lead

chrisChris J. Missirlian
Associate Wealth Advisor

A self-professed analytics guy, Chris enjoys applying his talent for analysis to the financial lives of our clients. He appreciates the opportunity to dig deep into the analytics of personal finance and investments to see how he can help make a positive impact on our clients’ lives.

It was this desire to combine aptitude with impact that prompted Chris to seek a career in financial services. While attending UC Berkeley, he interned for Wells Fargo Advisors in San Francisco—an experience that cemented his career commitment. Today he is studying for his CERTIFIED FINANCIAL PLANNER™ certification while helping our clients realize their financial goals through investment research and trading, financial plan preparation and assisting in client meetings.

A San Jose resident, Chris stays busy when not at work. His hobbies include bouldering, cheering on the Giants, and playing tennis and video games. During college, he spent five months in Milan, Italy, and he can’t wait to go back.

Education and Certifications

Bachelor of Arts, Economics, UC Berkeley

barbaraBarbara A. Hamrock
Office Manager

As Office Manager, Barbara brings order and organization to our human resources and financials. It’s the kind of work that she has loved doing since she took an accounting course in high school and finished the entire semester’s work within a month.

Barbara sought out financially related jobs before she even began college—where she majored in accounting—and her titles over the years have included assistant controller, accounting manager and corporate cash manager. Today, her eye for detail and passion for streamlining processes help us to serve our clients efficiently and effectively.

When she is not at work, the San Jose resident can be found at her favorite place—the beach. She also enjoys spending time with her husband and three children, cooking and working out. And true to her love for solving financial puzzles, she has drawn on her accounting expertise to be of service as a volunteer treasurer for two elementary schools and a local PONY youth baseball group.

Education and Certifications

Bachelor of Science in Business Administration, Accounting, Youngstown State University

Memberships and Community Involvement

Patsy Sommer Elementary School Executive Board Member and Treasurer, 2008–2010

Rita Ledesma Elementary School Executive Board Member and Treasurer, 2011–2015

Blossom Valley PONY Baseball Executive Board Member and Treasurer, 2014–2015

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.