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.



Our advisors

Advisor photo for Garth Gipson

Garth Gipson

CFP®, CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Garth Gipson
Advisor photo for Dewayne Mendonca

Dewayne Mendonca

Financial Advisor

Investment Specialist
Learn more about Dewayne Mendonca
Advisor photo for Don DeJonge

Don DeJonge

CLU®, CRPS, CKA®, AIF®, APMA

Financial Advisor

Franchise Owner
Learn more about Don DeJonge
Advisor photo for Jacob Daniel

Jacob Daniel

Associate Financial Advisor

Learn more about Jacob Daniel


Our team

Crystal Aguilar

Client Service Coordinator

Hilda Guzman

Administrative Assistant