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
Chief of Staff
Amanda Santiago
Operations Manager