1028 Emory Drive
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
With 20 years of experience, Terry specializes in Retirement and Estate Planning. He has much insight in the Energy Industry, having been a Public Affairs Manager during his long career with Southern California Edison. Terry and his...
George earned a BS degree in accounting/finance from Simpson University, Redding California. After graduating, he moved to Southern California to pursue a career in the world of finance. He resides in Anaheim and enjoys travelling,...
Victoria is an alumni from William Jessup University with a BS in Business with an emphasis on Marketing. She loves spending her time going to baseball games, Disneyland, and doing puzzles. Her favorite quote is “I alone cannot...
Haley is an alumni from Concordia University Irvine with a BS in Mass Communications. She enjoys cooking, gardening, and spending time with her loved ones including her two cats.