Audrey Coleman

President / Financial Advisor

CFP®, AIF®, CKA®

Janice Thompson

CEO / Financial Advisor

MSFS, CFP®, CKA®, CEPA®

Anthony Saffer

VP / Financial Advisor

CFP®, CKA®

Financial Advisor in San Diego Alex Okugawa

Alex Okugawa

Financial Advisor

CFP®, CKA®, CEPA®

Jody Thomason

Financial Advisor

CFP®

Jeff Luebe

Client Services Manager

Jill Schiller

Office Manager

Advisor Support Specialist San Diego

Matthew Calcagno

Advisor Support Specialist

Nolita T. Ramirez

Receptionist