Putting
people first.
Get to know our leadership team
Leadership at the Anaheim office is dedicated to doing good for our clients, employees and community.
My mission is to be a strategic partner bringing first class service to help you achieve your financial goals. I enjoy working with individuals, families, and business owners to develop plans that provide guidance to their financial lives. With the assistance of my professional staff, we will cultivate great relationships...
My mission is to be a strategic partner bringing first class service to help you achieve your financial goals. I enjoy working with individuals, families, and business owners to develop plans that provide guidance to their financial lives. With the assistance of my professional staff, we will cultivate great relationships in order to impact lives and create generational wealth.
Sara Simon
Director of Recruitment and Development
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.
Alyssa Avalos
Talent Acquisition Specialist
Amanda Santiago
Operations Manager
Erick Hernandez
Office Manager