5857 Owens Avenue
A native Californian, Derek grew up in the beach town of Santa Cruz. He was recruited by the University of California San Diego as a sought-after high school student athlete, and he graduated from UCSD with a degree in Economics with...
Chief of Staff
As the Chief of Staff, Erin manages day-to-day operations as well as providing support for advisors and clients. She also aids Derek in recruiting new advisors to the firm as well as providing case management. Erin has been in the...
Partner & Director of Advisory Services
After graduating with an Economics Degree from the University of California, San Diego, Brett started his career in institutional asset management in the San Francisco Bay Area with Fisher Investments where those he served included...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have 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.