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Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many families and businesses struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal and business finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the industry, we have developed a reputation for educating our clients in an easy-to-understand manner so they can grasp personal and business finance, and use those concepts to pursue their financial objectives. 

At our firm, we have the client—and only the client—in mind.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive team approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.                                                                                                                

We have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services as we coordinate and facilitate industry professionals (accountants, attorney's, etc.) to simultaneously come together in the development and execution of your strategy. This approach has far-reaching benefits for our clients and will far exceed your expectations.


Executive Leaders

Operations

Abe  Felix

Abe Felix

Client Services Representative

Fred Brown

Fred Brown

Client Services Representative

Jerry Garcia

Jerry Garcia

Client Services Representative

Juli Strange

Juli Strange

Client Services Representative

Kelly  Rutherford

Kelly Rutherford

Client Services Representative

Martyna Ryzewska

Martyna Ryzewska

Client Services Representative

Mason Todd

Mason Todd

Client Services Representative

Tyler Laurel

Tyler Laurel

Director of Operations

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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