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