Kevin Krystofiak
Financial Planner & Co-Founder, CA Insurance License #0C28721
Barbara Burke, CFP®, CLU®, ChFC®
Financial Planner & Co-Founder, CA Insurance License #0710041
Brian Brightbill
Financial Planner, CA Insurance License #0E84633
Brian Gazzano
Vice President, CA Insurance License #0D89170
Ashley Shippey
Director of Property & Casualty Service, CA Insurance License #0H60509
Beth Beck, MBA
Marketing Assistant to Financial Planner Barbara Burke, CA Insurance License #0E77505
Maria Mason
Director, Marketing & Client Experience, CA Insurance License #0I09933
Luke Blanchard
Vice President, CA Insurance License #0I76779
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.