9 E River Park PL E
President & CIO(559) 433 - 1100
Executive Vice President | Wealth Manager, Wealth Management Division, Financial Services Unit
Director of Technology
Wealth Manager, M.A. Economics, CRPC, Partner
Wealth Manager, CLU, ChFC
Wealth Manager, Partner
Client Service Associate
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.