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 Financial Advisor Zuhair Fazal

Zuhair Fazal

CFP®, RICP®

Financial Advisor

Contact me
Photo of Co-Founder and Wealth Management Advisor Jon Mark Sprowl

Jon Mark Sprowl

Co-Founder and Wealth Management Advisor

Contact me
Photo of Managing Director Keith A Reyes

Keith A Reyes

CLU®, ChFC®

Managing Director

Contact me
Photo of Investment Operations Associate Pedro Afonso

Pedro Afonso

AWMA®, RICP®

Investment Operations Associate

Photo of Client Onboarding Specialist Kara Elizabeth Scott

Kara Elizabeth Scott

Client Onboarding Specialist

Photo of Client Onboarding Specialist Paola A Escorcia S

Paola A Escorcia S

Client Onboarding Specialist