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, MS, CFP®, MPAS, APMA®

Financial Advisor

Learn more about Kari Nelson Flores
Advisor photo for Matthew Savidge

Matthew Savidge

Associate Financial Advisor

Learn more about Matthew Savidge


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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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
  • Social Media Sites/New Business Development/Events and Marketing
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