With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Our team

Karen Muldowney

Karen Muldowney

Operations Director

Roles & Responsibilities

  • Oversee all of the operations of our practice, ensuring that clients receive the best possible service.
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Debbie Lopez

Debbie Lopez

Client Service Specialist

Roles & Responsibilities

  • Debbie oversees all of our meeting scheduling and preparation, as well as assisting with client updates for beneficiaries, powers-of attorney or estate settlements.
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Amanda Garcia

Amanda Garcia

Client Service Specialist

Roles & Responsibilities

  • Amanda oversees all business processes for our clients.
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Meli Rosin

Meli Rosin

Client Service Specialist

Roles & Responsibilities

  • Meli oversees all of the financial planning for our clients.
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