Our advisors

Advisor photo for Tim Sandman

Tim Sandman

CFP®, CRPC, APMA

Private Wealth Advisor

Learn more about Tim Sandman Visit Tim Sandman's website
Advisor photo for Kirk Trussell

Kirk Trussell

MBA, CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kirk Trussell Visit Kirk Trussell's website
Advisor photo for April Blanton

April Blanton

APMA

Financial Advisor

Learn more about April Blanton Visit April Blanton's website
Advisor photo for Dustin LeRay

Dustin LeRay

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dustin LeRay Visit Dustin LeRay's website


Our team

Sarah Lovell

Sarah Lovell

Client Service Specialist

Qualifications

  • LA Life and Health Insurance
View more
Rebecca Blouin

Rebecca Blouin

Client Service Associate