Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Barbara Vargas

CRPC, APMA®

Private Wealth Advisor

Managing Director
Learn more about Barbara Vargas Visit Barbara Vargas's website

Nancy JoeAnn Tush

APMA®, AAMS®, AWMA®, BFA

Financial Advisor

Learn more about Nancy JoeAnn Tush Visit Nancy JoeAnn Tush's website


Our team

ToniAnn Zaprir

ToniAnn Zaprir

Client Service Associate

Sushant Rajpal

Sushant Rajpal

Client Service Associate

Mani Chauhan

Mani Chauhan

Client Service Associate,

Financial Planning Analyst
Cathy Kantor

Cathy Kantor

Operations Leader

Emilio Solares

Emilio Solares

Client Service Associate