Associates

In today's complex world, it takes a clear vision and the expertise of a financial professional to help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

Newport Beach, CA
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David Alarid Bradley Behrendt Eric Bergman Neddie Bokosky, CFP®, CLU® Samer Bordcosh Julie A. Bower, CLU®, CFP® Jon B. Cramer Matthew Dawson Darren Daye Tony De Santis Cathy Fitzpatrick, CFP® Brian Freeman, CLU®, ChFC® Steven J. Friedman Gwen Fuller Mike Gabrielian CFP®, CLU® Mark Garvin, CLU® Lisa Gaspar Ross Gielow Jeff Golan Anthony Hovorka Tamar Injeyan Marc Kadomatsu, CFP® Shelly Kapfhammer, Mike Kelly, RHU®, CLU® Alex Lukoff Brian McCloskey Jim McCloskey Robert McCloskey Richard McCloskey, CLU®, ChFC®, CFP® Erin McMann, CFP® Forrest Morrow Robert L. Panetti, CFA® Debbie Paul, CLU®, ChFC® Ken Petersen, CLU®, ChFC® Joseph Raffel Lance D. Rubachko, CFP®, CLU®, ChFC® Paul Salerno Mike Schaub Richard A. Schiendler, CLU®, ChFC® Paul Thomas, Jr., CLU®, ChFC®, CFP® Chuck Turner Daryl Tusa Art Veyna
San Diego, CA
Sarah Behrendt, CLTC, CFP® Karen Flowers, CLTC Randy Miller, CLU®
Hawaii
Bryan Azuma Roy Kobatake, CLU®, CHFC® Steven Usui, CLU®, ChFC®
Colorado Springs, CO
Don See
Seattle, WA
Boyce H. Goff, Sr Ralph L. Nilssen Jesse P. Salo Mimia Kathryn Sanchez Mark A. Sterley Dennis L. Ward