Our advisors

Daniel Bodemeijer

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Daniel Bodemeijer Visit Daniel Bodemeijer's website

Nicholas Carrillo

MBA

Associate Financial Advisor

Learn more about Nicholas Carrillo Visit Nicholas Carrillo's website


Our team

Michelle Allard

Michelle Allard

Practice Manager

Angelica Richardson

Angelica Richardson

Operations Director

Laura Ortega

Laura Ortega

Client Service Coordinator,

Marketing Specialist
Ernestine Martinez

Ernestine Martinez

Financial Planning Specialist