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 CEPA®, AIF®
Partner | Senior Wealth Advisor

Christy Quintero
Director of Client Relations

Max Henry Campos
Director of Insurance Services

Diana Woolley
Director of First Impressions

Brandon Clark
Operations Associate
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