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Stephen J. Taddie, CBE, CFM

Stephen J. Taddie, CBE, CFM

Steve Taddie was the co-founder and Managing Partner of Stellar Capital Management which merged with HoyleCohen in 2020. Steve has over 30 years of professional experience in the investment field, specializing in establishing economic outlook and forecasting and...
Vanessa Wieliczko CFA, CAIA, CFP®

Vanessa Wieliczko CFA, CAIA, CFP®

As Chief Investment Officer, Vanessa leads the firm’s Investment Committee, helping to define future growth and development of investment management strategies. Under Vanessa’s leadership, the firm has developed a robust investment platform that offers both...
Rachel Luken CFP®

Rachel Luken CFP®

Rachel M. Luken is the Director of Client Experience and a Senior Wealth Advisor at HoyleCohen with over twenty-five years of experience in financial services. Rachel’s core work involves advocating for clients on their day‐to‐day planning and investment needs. She...
Jeremy Kovacevich MBA, CFP®

Jeremy Kovacevich MBA, CFP®

Jeremy Kovacevich, CFP® is the Senior Director of Advisory Services and Business Development and a Wealth Advisor at HoyleCohen. In this role Jeremy oversees the Advisory Teams and it’s functions of the firm as well as the Financial Planning Department. In an...
Heather England JD, IACCP®

Heather England JD, IACCP®

Heather serves as HoyleCohen’s Chief Operating Officer and Director of Compliance. She administers the firm’s compliance program and oversees the Client Services functions of the firm. Both roles see her working closely with the operations department on issues ranging...

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