A Team Approach to
Your Financial Life

We take a team approach to financial planning and investment management because it can provide creative solutions that might otherwise go undiscovered.

In designing and implementing your financial plan, we consult as needed with our professional network of attorneys, CPAs, insurance professionals, and others who can help you reach your goals.

We brainstorm on your behalf and develop an advanced plan to increase your probability of achieving all that is important to you.

 

Allen Giese, ChFC, CLU, ChSNC

President, Chief Executive Officer, Senior Financial Advisor

Gary Gonzalez

Investment Advisor Representative

Richard Lottier

Client Service Specialist

Steve Tepper, CFP®, MBA

VP, Chief Op Officer, Chief Compliance Officer, Senior Financial Advisor

Gary Glanz

Director of Business Development, Investment Advisor Representative

Stacy Saavedra

Director of Client Services