Our advisors

Derek Johnson

Derek Johnson

Private Wealth Advisor

Learn more about Derek Johnson Visit Derek Johnson's website
Linda L Itzen

Linda L Itzen

Financial Advisor

Learn more about Linda L Itzen Visit Linda L Itzen's website
Adam Guzkowski

Adam Guzkowski

Financial Advisor

Learn more about Adam Guzkowski Visit Adam Guzkowski's website
Cameron Lowe

Cameron Lowe

Associate Financial Advisor

Learn more about Cameron Lowe Visit Cameron Lowe's website

Our team

Karen Christiansen

Karen Christiansen

Paraplanner

Personal Intro

Bachelor of Arts, 1988- University of California- Los Angeles

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Samantha Zermeno

Administrative Assistant