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
CHARLIE THOMAS, CFP®, MBA
Lead Advisor
Gary Glanz
Director of Business Development, Investment Advisor Representative
Stacy Saavedra
Director of Client Services