Our Team
President, Chief Executive Officer, Owner
Vice President, Financial Advisor, Owner
Vice President, Financial Advisor, Owner
Russell Hall, CFP®, CPWA®
Financial Advisor, Owner
Chief Investment Officer, Financial Advisor, Owner
Financial Advisor, Owner
Aimee Calderon, CFP®
Financial Advisor, Owner
James Moore, CFP®
Financial Advisor
Amber (Rojas) Shrosbree, CFP®
Financial Advisor
Cheryl Thompson
Receptionist, Billing Administrator, Owner
Jennifer Murdock
Paraplanner
Patricia Buchholtz
Chief Compliance Officer, Paraplanner, Owner
Maya Kridner
Paraplanner, Owner