Our advisors

Advisor photo for Charles Savidge

Charles Savidge

MBA, CFP®, APMA

Private Wealth Advisor

Learn more about Charles Savidge
Advisor photo for Kari Nelson Flores

Kari Nelson Flores

JD, APMA

Financial Advisor

Learn more about Kari Nelson Flores


Our team

Isabella Menjivar

Isabella Menjivar

Client Service Coordinator

Qualifications

  • Associate's Degree in Business

  • Over 5 years of professional Customer Service experience

Roles & Responsibilities

  • Responsible for Advisors' daily calendars
  • Manages Onboarding New Clients/Prospects
  • Provides Clients and Advisors with Administrative Support
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Zach Perry

Zach Perry

Financial Planning Specialist

Qualifications

  • BS Business Administration (Concentration in Finance)

Roles & Responsibilities

  • Contacts and speaks with Clients to gather data for financial planning
  • Creates financial planning documentation
  • Completes and sends meeting preparation documents/deliverables
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Jeanette Savidge

Jeanette Savidge

Practice Manager

Qualifications

  • Bachelor of Science in Business Administration

  • Over 35 years of professional Customer Service experience

Roles & Responsibilities

  • Assist Financial Advisors in managing and organizing office workflow
  • Oversees daily business operations
  • Notary Public since 2009
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Matthew Savidge

Matthew Savidge

Client Service Specialist

Qualifications

  • BS Business Administration (Marketing)

  • Over 10 years of Customer Service experience

Roles & Responsibilities

  • Assists advisors with processing new business paperwork and tasks resulting from client meetings
  • Tracking deadlines and ensuring action items were completed
  • Social Media Sites/New Business Development/Events and Marketing
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