Paul Justin
CLU, ChFC, CFP
CEO & PRESIDENT
Luke Achay
Elizabeth Espinoza
Joseph Brocato
CFP, CLU
Firm Director of Operations
Joseph Brocato
Elizabeth Espinoza
Joseph Brocato
Director of Wealth Management & Workplace Solutions
Elizabeth Espinoza
Elizabeth Espinoza
Elizabeth Espinoza
Firm Director of Compliance
Samantha Jackson
Elizabeth Espinoza
Elizabeth Espinoza
CLU, CLTC, LUTCF
Managing & Recruiting Director
Lani Llacuna
Lani Llacuna
Lani Llacuna
MBA, PMP
Firm Manager of Business Resource
Marc Padilla
Lani Llacuna
Lani Llacuna
Brokerage Director
David Ward
Lani Llacuna
Michael Yang
CFA
Firm Investment Director
Michael Yang
Lani Llacuna
Michael Yang
CFP
Managing Director
Brian Young
Brian Young
Brian Young
Director of Development