Our Team
Strategic guidance for your business paired with
thoughtful care for your employees.
Meet Our Advisors
Daniel S. Romero, CFP®
LPL Registered Representative
Greg Tobey
Branch Research Coordinator
Jason Martinez, CFA
Financial Advisor, Retirement Plan Specialist
Hamilton Kenney
Client Service Associate
Christie Dengler
Lead Client Service Associate
Jessica Munoz
Client Service Associate
Heather Alvarado
Client Service Associate
Stefanie Lyght
Client Service Associate
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