Team
Ryan Richardson
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 Bugbee*
Tax & Accounting Specialist
Lauren graduated from California Lutheran University, with a degree in Business and Accounting. She is currently studying for the CPA examination. (read more)
Henry VanBuskirk
Financial Assistant
818-348-1323
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...
David Richardson, CPA
Senior Financial Advisor