About Us
Your Success is our Mission
Enjoy the support of a highly qualified, caring team that’s always there when you need. We understand that we’re managing your hard-earned wealth. We look forward to serving our clients’ best interests for years to come.
Ernest Holguin, CFP®
Managing PartnerJourdan E. Sy, CFP®
Managing PartnerDale E. Nunn
Senior Vice PresidentThomas S. Robertson III
Senior Vice PresidentTom Binder
Vice PresidentWilliam Wickham, CIMA®
Senior Vice President, Investment OfficerDebbie McMaster
Managing DirectorJames Deak, CFP®
Managing DirectorMichael Mercado
Managing DirectorMark Dragoslovich, CFP®, CIMA®
Financial AdvisorJonathan Cruz
Financial AdvisorAlex Holguin
Financial AdvisorThomas Robertson
Financial AdvisorElizabeth Vargas-Hunken
Group DirectorMakyla Werner
Operations ManagerKristin Simmons
Relationship ManagerChristina McInnis
Senior Client AssociateJulie A. Coates
Senior Client AssociateKristin Lin
Senior Client AssociateSonya Johnson
Senior Registered Client AssociateKelly Coates
Client AssociateKaitlyn Glavor
Client AssociateContact Us
Email, call or set up an appointment and take control of your financial future.
Let’s Talk!