With over 25 years of financial service experience, we truly believe that the client needs come first and want to provide a level of personalized service you will not receive with any other company.

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Team photo
Team photo

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Advisors

Roger Esquibel

Financial Advisor

Franchise Owner
Visit Roger Esquibel's website


Team

Jennifer Musso-Pickard

Jennifer Musso-Pickard

Operations Manager

Personal Intro

Jennifer has been in financial services for 23 years. Shs is married to her wonderful husband Johnny, and has a fur baby named Rose Von Doberman.

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