Paul Justin
Samantha Jackson
Samantha Jackson
Founder, President & CEO
CLU, ChFC, CFP
Samantha Jackson
Samantha Jackson
Samantha Jackson
Recruiting Director
CLU, CLTC, LUTCF
Joseph Brocato
Samantha Jackson
Joseph Brocato
Vice President
Director of Wealth Management & Workplace Solutions
Luke Achay
Samantha Jackson
Joseph Brocato
Vice President
Director of Wealth Management & Workplace
CFP, CLU
Michael Yang
Michael Yang
Michael Yang
Vice President
Sales Director
CFP
Lynn Kemp
Michael Yang
Michael Yang
Regulatory Director, ASO
Lani Llacuna
Michael Yang
Lani Llacuna
Chief Of Staff / Business Resource Director
MBA, PMP
David Ward
Marc Padilla
Brian Young
Firm Investment Director
CFA
Brian Young
Marc Padilla
Brian Young
Training Director
Marc Padilla
Marc Padilla
Marc Padilla
Risk Products Director
Paul Salerno
Marc Padilla
Marc Padilla
Financial Planning Director
JD, LLM, MBA