Our Associates

Sophia is passionate about helping people live their best lives through collaborative financial planning and financial education. 

Stephen has proudly been in the industry since 1980. He has always been an active member of his community, taking pride in helping friends and colleagues in many ways. His passion in this business lies in Charitable Gifting and...

Patti excitedly joined our team in February of 2016 and has been an integral part of daily operations since. She is available to meet with both new and existing clients to review accounts and work through financial planning...

Sharon joined our team in December 2019. She worked in the oil and gas industry for several years in Human Resources/Payroll. She loves to help people anyway she can. Sharon is native to Chicago. From there, she moved to Palm Springs,...