Click below to read their bio >>        
         
Sandra Fields 220px    Carol Somoano 220px    Erin Nelson 220px 
Sandra C. Field, MBA, CFP®
Financial Advisor		   Carol Somoano, MBA, CFP®
Financial Advisor		   Erin Nelsen, CFP®
Financial Advisor
         
  Carol Patrick 220px     Diane Burch 220px     Melani Headshot 12 18 220px
 Carol J. Patrick, CPA
Tax Advisor		  

Diane K. Burch, CPA
Tax Advisor

  

Melani Port, FPQP™
Client Service Manager and Financial Paraplanner Qualified Professional™
Akanksha Arora        
Akanksha Arora
Financial Planning Analyst		        
Click below to read their bio >>  
   
Sandra Fields 220px  Carol Somoano 220px 
Sandra C. Field, MBA, CFP®
Financial Advisor		 Carol Somoano, MBA, CFP®
Financial Advisor
   
Erin Nelson 220px Carol Patrick 220px
Erin Nelsen, CFP®
 Financial Advisor

Carol J. Patrick, CPA
Tax Advisor
   
Diane Burch 220px Melani Headshot 12 18 220px
Diane K. Burch, CPA
Tax Advisor

Melani Port FFQP™
Client Service Manager and Financial Paraplanner Qualified Professional™
   
Akanksha Arora 220px  
Akanksha Arora
Financial Planning Analyst		  

Meet the Team