Scott Pearring
Trusted Advisor
Tina Fiscalini
Director of
Client Services
Roxanne Esteban
Admin Manager
Monica Falogme
Admin Assistant
Lynda Boman
Tax Planner
Chris Tate
Money Manager
Aaron Beeson
Goal Planner
Judy Copenbarger
Estate Planner
John-Pierre Cardenas
Health Ins. Expert
