14607 San Pedro Avenue, Suite 290,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
David's focus is on understanding his clients' needs and goals. He specializes in wealth management, portfolio construction and long-term financial planning for individuals and businesses. In 2005 after 20 years in the...
Katherine is an executive assistant with 6 years of experience in the financial services industry. Her responsibilities include document management for client services, new accounts and transfers, paperwork for retirement plans, and...