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 Jay Lotterer

Jay Lotterer

AAMS, CRPC

Private Wealth Advisor

Learn more about Jay Lotterer Visit Jay Lotterer's website
Advisor photo for Bruce E Smith

Bruce E Smith

ChFC®

Financial Advisor

Chartered Financial Consultant®
Learn more about Bruce E Smith Visit Bruce E Smith's website
Advisor photo for Kimberly Quintanar

Kimberly Quintanar

CFP®, BFA, ChFC®, CRPC, CKA®

Financial Advisor

Franchise Owner
Learn more about Kimberly Quintanar Visit Kimberly Quintanar's website


Our team

Andrea Nwagwu

Andrea Nwagwu

Executive Assistant

Hernan Quintanar

Hernan Quintanar

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