We know a lot of people struggle to feel confident about their financial future. That’s why we guide people with a 7-Step Financial Planning Process to help those unsure about their financial future gain more of the peace of mind they deserve.


Our advisors

Stephen Patrick Harnden

Stephen Patrick Harnden

CFP®, CPA

Private Wealth Advisor

Learn more about Stephen Patrick Harnden Visit Stephen Patrick Harnden's website
Matt MacLean

Matt MacLean

CFP®, ChFC®, CRPC®, CKA®

Private Wealth Advisor

Chief Executive Officer of Affirm Wealth Advisors
Learn more about Matt MacLean Visit Matt MacLean's website
Athena Gatan

Athena Gatan

CLTC®, APMA®

Financial Advisor

Learn more about Athena Gatan Visit Athena Gatan's website
Garrett Pierce Smith

Garrett Pierce Smith

APMA®

Financial Advisor

Learn more about Garrett Pierce Smith Visit Garrett Pierce Smith's website
Lee Cooper

Lee Cooper

CFP®, ChFC®

Financial Advisor

Learn more about Lee Cooper Visit Lee Cooper's website
Michael Gombrich

Michael Gombrich

CFP®, APMA®, ChFC®

Financial Advisor

Learn more about Michael Gombrich Visit Michael Gombrich's website
Scarlet Filmore

Scarlet Filmore

CFP®, APMA®, CKA®

Financial Advisor

Learn more about Scarlet Filmore Visit Scarlet Filmore's website
Theodore Risen

Theodore Risen

APMA®

Financial Advisor

Learn more about Theodore Risen Visit Theodore Risen's website
John Snyder

John Snyder

CFP®, ChFC®, RICP®, APMA®

Financial Advisor

Learn more about John Snyder Visit John Snyder's website

Our team

Christie Marquez

Christie Marquez

Operations Director

Michael Lager

Michael Lager

Business Development Director,

Paraplanner
Brittany Collins

Brittany Collins

Operations Manager

Qualifications

  • Bachelor of Science in Public Relations
  • Bachelor of Science in Advertising
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Nicole Di Modica

Nicole Di Modica

Marketing Manager

Alan Alpers

Alan Alpers

Investment Manager

Sarah Grunwald

Sarah Grunwald

Client Service Specialist

Qualifications

  • Bachelors of Science in Business Administration
  • Series 6 License
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Kathyleen Madison

Kathyleen Madison

Client Service Specialist

Adriana Perez

Adriana Perez

Client Service Specialist

Angela Perez

Angela Perez

Client Service Specialist

Felicia Chapman

Client Service Specialist

Govanna Lopez

Govanna Lopez

Administrative Assistant

Angelina Jimenez

Angelina Jimenez

Receptionist