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Our Process
Services
Insurance Planning
Portfolio Consulting
SmartVestor Pro
Dave’s 7 Baby Steps
Insights
Blog
Videos
Newsletters
Home
About Us
Our Team
Why Choose Us
Our Process
Who We Serve
Services
Blog
Contact
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Our Team
Founder + Executive Vice President of Wealth Planning
Meet Aaron
Founder + Managing Partner
Meet Kenichi
Wealth Advisor
Meet Cory
Wealth Advisor
Meet Joshua
Branch Administrator
Meet Darlene
Administrative Assistant
Meet Liz
Administrative Assistant
Meet Andrea
Financial Paw Pals
Meet Mazy
Meet Luna
Meet Judah
Meet Chippy
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