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®

Partner | CO-CEO

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

Cody Klein AIF®

Partner | Senior Wealth Advisor

Vida Jatulis <span class='block small'>CFP®, CEPA®</span>

Vida Jatulis CFP®, CEPA®

Wealth Advisor

Tim Milaney <span class='block small'>CPCU®, CLU®, CIC®, RHU®, PWCA®</span>

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