The Team

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Anthony Messano

Anthony Messano

Financial Advisor

More about me...

Top Areas of Focus

  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

Grand Canyon University, 2016, Bachelors of Science in Marketing

VISIT MY WEBSITE

Todd Swan

Todd Swan

Associate Manager

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies

Education

Bachelor of Business, Pacific Lutheran University 1987, Bachelor of Arts, French, Pacific Lutheran University 1987
CA Insurance #0I96834

VISIT MY WEBSITE

Our Staff

Linda Teague

Linda Teague

Client Service Associate

Janelle Meyers

Janelle Meyers

Client Service Associate