Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Vanessa is a recent graduate of Arizona State University having earned a degree in Business and Communication, as well as a certificate in Marketing. She comes to us with experience in both the financial services industry and the non-profit sector. Vanessa lives in Orange County and enjoys spending time outdoors with her two dogs, and traveling.
Lucas comes to our office with eight years’ experience in client service. Lucas is a graduate from Cal State University, Channel Islands. After college, he worked in the tech industry for 2 years. Lucas lives in Glendora and loves outdoor activities such as golf and skiing.
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