Get to know my dedicated team

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.

Photo of Wealth Management Advisor Daniel Shahmoradian

Daniel Shahmoradian

CFP®, ChFC®

Wealth Management Advisor

I work collaboratively with clients' current advisors to ensure they receive the highest level of advice. My clients get to live their lives with a peace of mind that their savings are creating freedom and empowerment for their future. I joined this industry because I cherish the opportunity to serve. If you believe, as I do, that planning creates freedom, let's start a conversation.

Photo of Founder & Wealth Management Advisor Robert Paul Caraveo

Robert Paul Caraveo

CFP®, RICP®, ChFC®, CLU®, CLTC®

Founder & Wealth Management Advisor

We aim to create and implement a world class financial plan for our clients; focusing on building a strong foundation of protection and knowing how & where to maximize opportunities for growth and savings. Utilizing Robert’s advanced credentials, sophisticated planning software, & the extensive resources of Northwestern Mutual, Robert & his team help deliver a better tomorrow for their clients.

Photo of Wealth Management Advisor David J. Miller

David J. Miller

CFP®, CLU®

Wealth Management Advisor

People often come to us in times of transition. Whether they're hitting their stride in their profession, starting a family, approaching retirement, or just at a time in their life when they want to partner with someone to develop their financial plan, my team and I are here to help. We help our clients sleep at night by making sure they have attractive options at every stage in life.

Photo of Associate Financial Advisor Nicholas Perry Leong

Nicholas Perry Leong

ChFC®

Associate Financial Advisor

Nick joined the team in 2021 and has since served as an Associate Financial Advisor. Nick provides dedicated support for insurance and investment operations, researching advanced planning concepts, and preparing financial planning analyses.

Nick holds a California State insurance license for Life and Health, and holds FINRA Series 6 and 63 securities registrations. He is a graduate of the University of Connecticut, Bachelor of Science in Engineering and Business Management

Photo of Wealth Management Advisor Robert John Ekhaml

Robert John Ekhaml

CLU®, ChFC®, CASL®

Wealth Management Advisor

Photo of Client Relations Manager Brooke Gleason

Brooke Gleason

Client Relations Manager

Brooke joined the team in 2023 as a Client Relations Manager. She plays a vital role in helping us build strong and positive relationships with clients. She ensures effective and timely communication and addresses any issues or concerns clients may have. Brooke also works to develop and implement marketing strategies that help the company attract and retain clients.

Brooke grew up in Oceanside, CA, and received her Bachelor's degree from the University of California, San Diego. She enjoys playing card games with her family, playing with her three dogs, and attending spin cycling classes.

Photo of Director of Operations and Client Service Laura Dreier

Laura Dreier

Director of Operations and Client Service