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
(760) 760 9005 x 700
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...
(760) 760 9005 x 701
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...
(760) 760 9005 x 703
(760) 760 9005 x 704
Alexander Bayacal went into business at the young age of 20 years old. He started out in the real estate business with his family. After a year in his family real estate business Alexander was recruited into the financial services...
(760) 760 9005 x 702
Bar began his financial career in 1999 working in retail banking. He then entered the Mortgage Lending and Real Estate sector in early 2000’s. Bar then transitioned to the Financial Services sector as a Financial Advisor in 2011...
(760) 760 9005 x 721
David was born into a law enforcement family. Where both his mom, dad, uncle, and stepdad were all policemen. Growing up with two brothers, one older and one younger, it seemed apparent that they would all follow the family...
Long Term Care Professional
Drew Nichols has over a decade of experience in Long-Term Care planning. As both a team leader and an agent, Drew has helped over 20,000 families solve their long-term care funding problems. Well versed in both traditional...
Darrick grew up in Stone Mountain, GA and then attended The University of Georgia where he majored in Economics. He graduated from UGA in 1998 and then joined John Hancock Financial in Buckhead, GA for two years. After a...
(760) 760 9005 x 718
Steve Guzman’s experience in operations and case management began while working as a Legal Accounting Clerk in Irvine, CA during his time in college. While working in the legal field, Steve worked with a number of Orange County...
(760) 760 9005 x 740
Brittany began her experience with cash flow and accounting while in college reading contracts and handling accounting for a small manufacturing business. At the same time, she was studying at California Polytechnic University, Pomona...
(760) 760 9005 x 711
Lucy earned her Bachelor’s degree at Biola University in Sociology and then completed her Master’s degree in Counseling with an emphasis in Marriage and Family Therapy at California State University, Fullerton. After...
(760)760-9005 x 710
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 has 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.