John Anakin Mares
Financial Representative
Get to know my dedicated Network of Specialists
"It Takes a Village"
Our team of specialists each bring a unique set of skills focused on delivering the greatest client experience for each unique case. Through this collaboration we are able to ensure planning is executed and maintained in an efficient manner.

Amber Romo
CLTC®, ChFC®
Managing Director
Planning for your financial future should be exciting. It is my job to eliminate any financial fear or uncertainty, so you can focus on what matters most to you. I partner with successful women, business owners, medical professionals and entertainment professionals to help with tax efficiency, risk mitigation, and wealth preservation.

