Who We Are

To learn more about the professional history of those listed as Registered Assistants, please visit FINRA's BrokerCheck.

Becky Burns, CFP® – Paraplanner
Paula Garza – Document Retention Specialist
LaToya Green – Client Services Assistant
Denise Johansen – Director of First Impressions
Connie Kutac – Chief Financial Officer
Karen Lampe – Events Coordinator
Harry Montgomery – Client Services
Shannon Ruiz – Client Services for Chris Brown
Lizette Saenz – Client Services for Bob Frater
Mary Silva – Insurance Services
Karen Sotallaro, CRPS® – Paraplanner
Kristian Taylor, CFP® – Chief Operating Officer and Chief Compliance Officer
Jacque Turner – Client Services for Bob Hampton
Evelin Valenzuela – Client Services for Richard Hollis and Rich Welsh