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