The Team

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Our Advisors

Andrea Singleton

Andrea Singleton

Private Wealth Advisor

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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

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Autumn Atchley

Autumn Atchley

Paraplanner

Operations Specialist
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