Our advisors

Our team

Krissa Adams

Krissa Adams

Practice Manager,

Paraplanner

Qualifications

  • Series 7 & 66 Licensing
  • Arizona Insurance License
View more
Richard (Sam) Bonge

Richard (Sam) Bonge

Investment Specialist

Qualifications

  • Series 7 License
View more
Brittany Collins

Brittany Collins

Operations Manager

Qualifications

  • Bachelor of Science in Public Relations
  • Bachelor of Science in Advertising
View more
Melissa Rubio

Melissa Rubio

Marketing Manager

Cindy Chappell

Cindy Chappell

Client Service Specialist

Qualifications

  • Bachelor of Science in Management
View more
Sarah Grunwald

Sarah Grunwald

Client Service Specialist

Qualifications

  • Bachelors of Science in Business Administration
  • Series 6 License
View more
Pauline Hallam

Pauline Hallam

Client Service Specialist

Stephen Mandracchia

Stephen Mandracchia

Paraplanner

Qualifications

  • Series 7 & 63 Licensing
View more
Angelina Jimenez

Angelina Jimenez

Receptionist

Harmony Welcher

Harmony Welcher

Administrative Assistant