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®, CLU®, CEPA®, AIF®</span>

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

Founder | Partner | CO-CEO | Senior Wealth Advisor

Kimberly Lau <span class='block small'>CEPA®</span>

Kimberly Lau CEPA®

Vice President of Wealth Management Operations

Cody Klein <span class='block small'>AIF®</span>

Cody Klein CEPA®, AIF®

Partner | Senior Wealth Advisor

Christy Quintero

Director of Client Relations

Max Henry Campos

Director of Insurance Services

Diana Woolley

Client Relations and Marketing Associate

Brandon Clark

Operations Associate