The Team

Our Advisors

Andrea Singleton

Andrea Singleton

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

Northwestern University, B.A. 1985
CA Insurance #0G99661

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Our Staff

Tyler Tse

Tyler Tse

Financial Planning Assistant

Autumn Atchley

Autumn Atchley

Paraplanner

Operations Specialist