Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Wealth Preservation Strategies

Awards & recognition

  • Gregory Hill, Five Star Wealth Manager, 2018 , 2019 , 2020

Community participation

Volunteering at the FIND Food Bank.
Volunteering at the FIND Food Bank.

All of us believe in helping our communities and doing whatever we can to give back. We regularly participate in events throughout the Coachella Valley.

  • FIND Food Bank
  • Animal Samaritans of Thousand Palms
  • American Cancer Society
  • The Galilee Center
  • Sacred Heart School Outreach