Meet The Team

Who We Are

MEET THE TEAM

group-img2016Unlike most financial advisors, we truly employ a team approach in all we do. When you choose to work with us, you are a client of the firm and not a client of any one person in the firm.

We are large enough to offer a variety of strengths and areas of expertise, yet small enough to maintain our focus on superior client service. We do our best to ensure that everyone in the firm is familiar with your situation so that when you call with a question, if the person you ask for is unavailable, someone else can help you immediately.

We value and encourage the different points of view and opinions of our team, as we have found that a collaborative process allows us to examine issues from different contexts and provide better options and outcomes for our clients.


Accreditations

CFP-logo  CTEC-logo  CFA-logo
 aicpa-logo  CDFA-logo  CA-NotaryPublic-logo


Affiliations

CertFinancialPlanner-logo  FPA-logo  CTEC-logo-02
calcpa-member-logo  NNA-logo  cfa-society-oc-logo