
Real People, Real Relationships
More than just financial advisors or wealth managers, we are long-term partners invested in your success.

Hayden Gothard
Associate

Stephen Luna
Associate

Matthew Galvan
Associate
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Steven Kish
Client Service Associate

Jenny Sang
Paraplanner

Tricia Fisher
Client Service Associate

Esme Terrazas
Client Service Associate

Cynthia McWain
Operations Manager

Beth Potter
Client Service Associate
Not Sure Who to Talk To?
Reach out, and a member of our team will connect you with the advisor that’s right for your unique situation and goals.
We’re here to help.

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