Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Todd Ferreira

Todd Ferreira

APMA

Financial Advisor

Associate Vice President
Learn more about Todd Ferreira
Advisor photo for Phil Nguyen

Phil Nguyen

CFS®, APMA

Financial Advisor

Managing Director
Learn more about Phil Nguyen


Our team

Amber Hopfensperger

Amber Hopfensperger

Lead Client Service Associate

Personal Intro

Whenaway from the office Amber loves to bake and spend time with friends, family,and her German Shephard.

Qualifications

  • 2023 Honoree of the AAG Outstanding Operations Award.

  • 2022 Honoree of the AAG Outstanding Operations Award.

  • 2022 Chairman’s Award for Excellence Nominee

  • Jose State University with a Bachelor of Arts degree in English

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