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.
Alyssa Michelle Avalos
Financial Planning Assistant
Dean Forthun
Financial Advisor
I provide strategic financial plans that produce long-term financial security. I help self-employed business owners, pre-retirees, medical/physicians, tech and medical sales, sports & entertainment professionals looking for comprehensive planning and a long-term relationship. I focus on tax efficiency and wealth preservation to help build a strong financial foundation for their lives.
Robert Contreras
Financial Advisor
More than 16 years of experience in the financial services industry building relationships and helping clients achieve their financial goals through every stage of their lives. My passion is putting others first and providing valuable solutions to help my clients be successful in achieving what matters most.