We believe it is important to have a finger on the pulse of our client's experience. We have formalized this process by creating an Advisory Council. This small group of clients act as a sounding board and mentors for the major decisions we are making in our business and practices.
Our Advisory Council is made up of both active and retired senior executives and industry leaders from our community. We value our clients' opinions, so we have designed our Advisory Council to allow others to be a part of the process in the future. Your insights and suggestions are greatly appreciated.
Advisory Council Members
General Joe Robles
Advisory Council Member
Rose Urbanczyk
Advisory Council Member
Chris Claus
Advisory Council Member
Beverly Rodriguez
Advisory Council Member
Harriet Dominique
Advisory Council Member
Jeff Quade
Advisory Council Member
Laura Bishop
Advisory Council Member
Dr. Leslie Wilson
Advisory Council Member
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.