Katrina Michele Leung
Financial Advisor|B.A.
My Team Members
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Marlin Mitchell Adams
CLTC®
Financial Advisor
Marlin’s practice works with closely held businesses and compassionate, high quality individuals and families. Marlin specializes in tax-deferred investments and insurance.
Austin Nichols
Financial Advisor
I specialize in comprehensive planning designed to achieve goals efficiently and efficiently. That includes retirement, nonqualified, investment, education and risk management planning. I am very passionate about what I do and care about helping you achieve your goals.
Daniela Lavagnino
Financial Advisor
Daniela strives to put her clients first, always empathizing with them, understanding their goals, and tailoring plans that are in alignment with their goals and dreams. Daniela and her team of experts help individuals and families strategically plan within the areas of wealth accumulation, risk management, and income protection while minimizing the impact of taxes.