With over 60 years combined experience in planning, investment advise and support, we focus on how planning allows you to not worry about the financial aspect of your life, which allows you to focus on living your life. We work as a team to make sure you will always have support when you need it.
Angie joined the firm in 2021. She has been helping the community with their financial needs since 1999. She started her career at Founders Federal Credit Union where she helped the members for 19 years in the lending and card services...
Dennis joined the Firm in 1990 and now serves as Treasurer. He received his BS in Business from USC in 1980. He has earned his Enrolled Agent (EA) designation which enables him to practice and represent clients before the IRS. He has...
Drake joined the firm in October, 2022. As an Registered Representative, Drake’s main responsibilities are to grow and support the financial and tax practice by working directly with clients.
Trey joined the firm in September, 2022. As a licensed Financial Advisor, Trey works with clients to help them plan for their future. He also supports our staff as we focus on the team approach to serving the planning needs of our clients.
Financial Services Assistant
John Hess has been involved with Client Service and Practice Management since 1987. He joined the Firm in 1999. In 2014, he became the sole owner of the Firm. He focuses primarily on financial planning, helping clients plan for and...