Our Team
Strategic guidance for your business paired with
thoughtful care for your employees.
We specialize in helping businesses navigate the
shift to the PEP model.
throughout the entire process.
Our team brings years of seasoned experience and deep industry knowledge to the table, ensuring your plan is not only compliant but also optimized for your specific business goals.
We believe that great service means more than just picking funds; it means being a dedicated partner who walks you through every step of the process, proactively manages your plan, and provides the hands-on support you and your employees deserve.
Meet Our Advisors
Daniel S. Romero, CFP®
LPL Registered Representative
Greg Tobey
Branch Research Coordinator
Jason Martinez, CFA
Financial Advisor, Retirement Plan Specialist
Christie Dengler
Lead Client Service Associate
Jessica Munoz
Client Service Associate
Hamilton Kenney
Client Service Associate
Heather Alvarado
Client Service Associate
Stefanie Lyght
Client Service Associate
Amy Romero
Client Service Associate
Why work with us?
Our plan analysis and personalized service model will
impress executives and employees alike.
Schedule a
complimentary
15-minute plan analysis
