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 ChFC®, CLU®, CEPA®, AIF®
Founder | Partner | CO-CEO | Senior Wealth Advisor
Kimberly Lau CEPA®
Partner | CO-CEO
Cody Klein AIF®
Partner | Senior Wealth Advisor
Vida Jatulis CFP®, CEPA®
Wealth Advisor
Tim Milaney CPCU®, CLU®, CIC®, RHU®, PWCA®
Wealth Advisor
Christy Quintero
Director of Client Relations
Max Henry Campos
Director of Insurance Services
Diana Woolley
Director of First Impressions
Megan Nunn
Client Services Associate
