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The Team

Our team consists of experienced professionals with a hands-on approach to financial guidance. Not only will you find our team members knowledgeable; you will also discover that our staff truly cares about making your dreams a reality.

Neil Elmouchi <span class='block small'>ChFC&reg;, CLU&reg;, CEPA&reg;, AIF&reg;</span>

Neil Elmouchi ChFC®, CLU®, CEPA®, AIF®

Founder | Partner | CO-CEO | Senior Wealth Advisor
Kimberly Lau <span class='block small'>CEPA&reg;</span>

Kimberly Lau CEPA®

Partner | CO-CEO
Cody Klein <span class='block small'>AIF&reg;</span>

Cody Klein CEPA®, AIF®

Partner | Senior Wealth Advisor
Christy Quintero

Christy Quintero

Director of Client Relations
Max Henry Campos

Max Henry Campos

Director of Insurance Services
Diana Woolley

Diana Woolley

Director of First Impressions
Brandon Clark

Brandon Clark

Operations Associate
Summit Financial

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