Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for CFI Financial Advisors
Team photo for CFI Financial Advisors

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Our advisors

Advisor photo for W. Reid Howard

W. Reid Howard

CFP®, MBA, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about W. Reid Howard Visit W. Reid Howard's website
Advisor photo for Jason Sweitzer

Jason Sweitzer

CFP®, APMA®

Financial Advisor

Learn more about Jason Sweitzer Visit Jason Sweitzer's website
Advisor photo for Daniel Kim

Daniel Kim

CRPC

Private Wealth Advisor

Learn more about Daniel Kim Visit Daniel Kim's website
Advisor photo for Ed Clyburn Jr

Ed Clyburn Jr

APMA®

Financial Advisor

Franchise Owner
Learn more about Ed Clyburn Jr Visit Ed Clyburn Jr's website
Advisor photo for Sung Lee

Sung Lee

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Sung Lee Visit Sung Lee's website
Advisor photo for Farzana Sultana

Farzana Sultana

MBA, CRPC

Financial Advisor

Learn more about Farzana Sultana Visit Farzana Sultana's website
Advisor photo for Chris Marcoux

Chris Marcoux

AAMS®

Financial Advisor

Learn more about Chris Marcoux Visit Chris Marcoux's website
Advisor photo for Darrell Evans

Darrell Evans

ChFC®, CEPA®

Financial Advisor

Learn more about Darrell Evans Visit Darrell Evans's website
Advisor photo for Vincent Hagy

Vincent Hagy

Associate Financial Advisor

Learn more about Vincent Hagy Visit Vincent Hagy's website
Advisor photo for Patrick Morton

Patrick Morton

CFP®, APMA®

Associate Financial Advisor

Learn more about Patrick Morton Visit Patrick Morton's website

Zachary A Delphi

ChFC®, APMA®

Financial Advisor

Learn more about Zachary A Delphi Visit Zachary A Delphi's website


Our team

Carie Zamarripa

Carie Zamarripa

Practice Manager

Joyce Kim

Joyce Kim

Client Service Manager

Ryan Lawson

Ryan Lawson

Client Relationship Manager

Kaitlyn Catron

Kaitlyn Catron

Client Service Coordinator

Krystyna King

Krystyna King

Operations Director

Braydon Lofstead

Braydon Lofstead

Client Service Specialist

Liam McCall

Liam McCall

Client Service Specialist

Sarah Flinkfelt

Sarah Flinkfelt

Administrative Assistant

Alexis Deleon

Alexis Deleon

Administrative Assistant

Mercedes Hernandez

Office Manager