Our team brings decades of experience and a collaborative approach to guiding individuals and families through complex financial decisions.

We provide continuity and clarity across generations.

By combining thoughtful planning, seasoned judgment, and a variety of professional perspectives

Jim Lauer, CFP

Senior Financial Advisor
Managing Director - Investments

Jason Minor, CFP

Senior Financial Advisor
Managing Director - Investments

Elba M. Diaz, CDFA

Financial Consultant

Manuel Salinas

Senior Client Associate

Monstserrat Figueroa

Client Associate

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