Team
David began his career over 35 years ago. After becoming a Certified Public Accountant, he started his own business and later acquired licenses in (read more)
Ryan graduated from California Lutheran University, with a degree in Business and Accounting. He has acquired his securities licenses and is currently going through the process of completing the CPA examination. (read more)
Lauren graduated from California Lutheran University, with a degree in Business and Accounting. She is currently studying for the CPA examination. (read more)
Henry is our investment and portfolio analyst. He graduated from the University of California, Santa Cruz with a bachelor's degree in Mathematics. He furthered his education by achieving a Masters degree in Business Administration from...