Broker Check

Team

 

One day after church over 35 years ago, a friend asked me if I had life insurance. “Of course,” I replied (I’m a responsible family man!). But his next question caught me off guard: “Is it the good kind or the...

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Providing clients with a financial team that has the experience they desire and the longevity they need.

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Erin works with strong, smart women who are in the middle of that intricate dance between trying to live a meaningful life today and preparing for a thriving tomorrow.

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Summary: Sharing knowledge of investments and financial planning to help individuals pursue financial goals that can be an integral part in creating a quality worthwhile life.

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Helping clients navigate life’s curveballs and pursue their financial goals.

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Mieko specializes in advising individuals and small businesses with every aspect of wealth management, from growth and accumulation to protection.

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When I was 21, I won my first “big prize money” in a pro surf contest. I was stoked! Before that point, I’d never really had any money. What I didn’t realize, however, was how quickly money could evaporate. I...

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Mars is the technician that keeps our operation running. She is responsible for getting your investment dollars where they need to be.

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Carolyn is the heart of our team. She is responsible for coordinating client meetings and organizing informational seminars and client appreciation events.

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Seeking to make a positive impact on people’s lives through financial education and guidance.

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Helping families reduce money anxiety surrounding major life events.

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Helping people find structure and direction in their financial life.

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