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The Archvest Advantage

Your financial goals are unique. Fortunately, so is our approach.

We start by working together to develop a personalized investment plan for you. We then monitor that plan and update it as needed—keeping you informed from the start about the risks and potential reward. The strategies we embrace are grounded in long-term economic truths, adjusted for today's market and your individual circumstances.

In our fiduciary obligation to put you first, we limit the number of clients we serve. That way, we're available when you need us to listen, plan, guide, and even celebrate.


Our Team

Eric Lai

Eric Lai
CEO & Associate Financial Advisor
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Eric Lai

CEO & Associate Financial Advisor


Eric has a strong desire to serve others by developing caring and compassionate relationships. As an advocate for clients he always puts their best interests first. He is committed to working together to create personalized strategies and a pathway towards accomplishing their life plans, whether for retirement, college, investment planning, cash-flow, estate planning, or other challenges.

As an experienced advisor he knows how to navigate complex issues while communicating ideas and procedures clearly and easily. As a good listener he is able to identify the critical questions and concerns that are most important to clients.

His background includes over 17 years of investment experience through multiple market cycles, an MBA from the Anderson School of Business at UCLA with a focus on finance and capital markets, and his CERTIFIED FINANCIAL PLANNER™ certification, the highest standard for planners in the industry. Prior to founding Archvest, he was a Senior Financial Advisor and Principal at a fee-only planning investment advisory firm.


Eric, his wife & best friend, Mia, live with their dog, Zoë, in Dublin, California. In his free time he enjoys playing golf and cooking. He is trained in classic French cuisine and has a degree in Culinary Arts from Le Cordon Bleu. His specialty is Cajun cuisine.

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John Wenzel

John Wenzel
CFO and Co-Founder
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John Wenzel

CFO and Co-Founder


CFO and Co-Founder, John Wenzel demonstrates his passion for financial planning via his commitment to serve each of the company’s clients. When he came into the field over 14 years ago, he was struck with a conviction that individuals should be able to receive professional advice at a reasonable cost. The financial planning field is riddled with advisors who do not clearly serve in their clients’ best interests. As such, John came to this field to make a change to that for the clients he works with. With his years of professional advising experience, he brings a unique and objective perspective to a financial plan, truly understanding one’s circumstances. He uses this to work alongside and empower clients through often-complex financial scenarios including tax planning, stock options and other forms of executive compensation plans. John upholds the fiduciary standard to which our advisors are called.

He also spends countless hours volunteering through his local Rotary club as well as within the financial planning industry itself. Of recent, John spearheaded a team that successfully funded a grant that fully outfitted a computer lab for students in Uganda, Africa.

Prior to Archvest, John worked as a Financial Advisor at a Registered Investment Advisory firm. He is a Registered Advisor through the National Association of Personal Financial Advisors (NAPFA), an association exclusive to fee-only firms. John has also attained his CERTIFIED FINANCIAL PLANNER™ certification, the highest standard for planners in the industry. John has served on the NAPFA West Region board, Board of Directors for his local Rotary club and is a board member of the Clayton Valley / Concord Sunrise Rotary Charitable Fund.


John is married to his high school sweetheart, Kristyn. Together, they have two daughters, Emily and Elyse, and a son, Ian. He is actively involved in his local church and enjoys photography, mountain biking, and golf when given the opportunity.

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Lawrence I. Grossman

Lawrence I. Grossman
Chief Planning Officer
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Lawrence I. Grossman

Chief Planning Officer


Larry is the Chief Planning Officer at Archvest. Prior to joining Archvest, Larry was the Principal of Grossman Financial Management, which he established in 1997. He is a Certified Financial Planner™, Registered Investment Advisor, and Accredited Investment Fiduciary®. He has been professionally engaged in financial planning since 1983 and holds the degree of Master of Business Administration in Finance from the Wharton School (University of Pennsylvania) and earned undergraduate and graduate degrees in economics from, respectively, the University of California, Santa Barbara, and Johns Hopkins University. For many years, Larry taught financial planning in the professional financial planning programs at the University of California, Davis and Berkeley.


Larry is married and lives in Benicia. In his free time, Larry enjoys reading, hiking, traveling the world and volunteering. Larry has served in a wide variety of volunteer capacities, including financial management for non-profit organizations as well as serving for four years on the City of Benicia’s Finance Committee, including serving as Chair 2013-2014.

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Jill Shibuya

Jill Shibuya
Lead Financial Advisor
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Jill Shibuya

Lead Financial Advisor


Jill graduated from UC Berkeley and earned her CPA license three years after graduation. She made a career change in December 2017 to fee-only financial planning from Accounting and is a CERTIFIED FINANCIAL PLANNER™. Possessing a long-time interest in personal finance and serving others’ best interests, Jill applies strong listening skills to clearly understand client goals and help to develop effective solutions. She’s been integral in developing client financial plans and preparing income tax projections.


Jill actively volunteers in her church, including serving as a Stephen Minister - a caregiver for those grieving a loss. She enjoys walking, dining out, travel and listening to financial and technology podcasts.

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Brian Kavanaugh

Brian Kavanaugh
Lead Financial Advisor
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Brian Kavanaugh

Lead Financial Advisor


Brian arrives to Archvest in the beginning of 2022 as a Financial Planner with 13 years of experience consulting to large, medium, and small financial professionals and institutions through bear and bull market cycles.

Brian has approximately 500 training hours as personal coach and uses his innate capacity to attune to emotional and practical responses clients have when discussing the constantly evolving nature of clarifying and acting on financial goals.

He serves a variety of professionals and individuals, some of whom include professionals in the mental and emotional health community, independent contractors, artists, and physicians.

Brian graduated from Hartwick College in Oneonta NY with a B.A in Business Management and will be sitting for the CERTIFIED FINANCIAL PLANNER exam in 2022.


Brian lives in Los Angeles with his two doggies, Petey and Maddie, spends time with friends and family via basketball, hiking, and occasionally awkward dancing.

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Catherine (Cat) Castro

Catherine (Cat) Castro
Client Services / Office Administrator
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Catherine (Cat) Castro

Client Services / Office Administrator


Cat has over 30 years of office management/administrative experience. Before joining Archvest in 2021, Cat served as the Client Services/Office Administrator at Grossman Finacial Management from 2000-2020.

At Archvest, Cat will continue to manage all aspects of the Benicia office as well as to support Lawrence Grossman and his clients. Cat takes pride in consistently delivering a high level of personalized service to all clients.


Cat has been married to her husband Jorge for 34 years and lives in Fairfield, CA with their daughter Jacinna. She enjoys going on walks, gardening, and spending time with her family.

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Jacinna Pruitt

Jacinna Pruitt
Office Manager
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Jacinna Pruitt

Office Manager


Jacinna joined Archvest Wealth Advisors in 2019 as the Client Services Associate. Jacinna has a passion to deliver comprehensive service to clients by assisting them with all their administrative needs and to provide support wherever it is needed. She also has a desire to form long-lasting relationships with clients while providing a high level of personalization for each client.

Prior to her position at Archvest Wealth Advisors, Jacinna served as an assistant office administrator at an independent financial advisory firm. She graduated from California State University, Stanislaus, with a Bachelors in Health Leadership and Administration.


In her spare time, Jacinna enjoys traveling and trying new cuisine. She also enjoys reading books and watching classic movies.

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Our Services

Our Services

We work together with our clients to develop a personalized strategy to accomplish their goals. Our services include estate, insurance, investment and tax planning.



A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.