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
         
 Samantha Garcia 220px   Carol Patrick 220px     Diane Burch 220px
Samantha Garcia, MBA, CFP®
Financial Advisor
 

Carol J. Patrick, CPA
Tax Advisor

 

Diane K. Burch, CPA
Tax Advisor

         
Melani Port 220px   Joanne H Liu MBA 220px    
Melani Port, RP®
Registered Paraplanner and Office Administrator
  Joanne H. Liu, MBA
Research 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 Samantha Garcia 220px
Erin Nelsen, CFP®
Financial Advisor

Samantha Garcia, MBA, CFP®
Financial Advisor
 
Re

   
Carol Patrick 220px Diane Burch 220px

Carol J. Patrick, CPA
Tax Advisor

Diane K. Burch, CPA
Tax Advisor

   
Melani Port 220px Joanne H Liu MBA 220px
Melani Port RP®
Registered Paraplanner and Office Administrator
Joanne H. Liu, MBA
Research Analyst
   
   

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