Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Leadership Team

Derek M. McDougall*

Managing Partner

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...

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Erin M. Cox*

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...

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Brett Laddusaw*, CLU®, ChFC®, CFP®, AIF®

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...

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Scott Johnson*



At the age of 20, Scott Johnson began his first business in Thousand Oaks, CA teaching recreational sports. One of his students introduced him to the world of real estate appraising. After learning the ropes as an apprentice, Scott...
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Client Centered

Client Centered

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.

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