Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Dallas believes it’s never too late to implement a retirement strategy to work toward your long-term goals. He began his career with a large Fortune 500 company in 2011, working his way up to a senior management role. There,...
Always willing to challenge conventional wisdom in his approach to investing and preserving wealth, Jim enjoys helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. He got his...
Katie is a graduate of West Coast Baptist College in Lancaster, CA, where she majored in office administration and minored in graphic design. She excels at organization and planning and loves to work on jobs that allow her to dive deep...