Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Our advisors

Shaun Spaid

Shaun Spaid

CFP®, MBA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Shaun Spaid
Erika Heredia Link

Erika Heredia Link

CFP®, CRPC®, APMA®

Financial Advisor

Learn more about Erika Heredia Link Visit Erika Heredia Link's website

Our team

Paula Diaz

Paula Diaz

Operations Leader

Jamea Jackson

Jamea Jackson

Client Service Associate