Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Advisors

Michael Swinehart

CLTC®

Complex Director

Financial Advisor
Visit Michael Swinehart's website

Patrick Wainscott

Financial Advisor

Vice President
Visit Patrick Wainscott's website


Team

Amber Yamamoto

Amber Yamamoto

Registered Client Service Associate,

Practice Manager

Qualifications

  • Series SIE, 7, 66

  • NV Life, Health and Variable Annuities Insurance License

Roles & Responsibilities

  • Amber manages the day to day operations for Patrick Wainscott's office. Guides clients through secure site and handles client requests.
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