Who We Are

Becky Burns – Paraplanner
Gordon Frater – Paraplanner
Paula Garza – Document Retention Specialist
LaToya Green – Client Services Assistant / Receptionist
Emily Kerne – Account Services Coordinator
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
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