About

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

Meet Our Team

Steven Russell, CFP, CPWA, CRPC

Private Wealth Financial Advisor
Managing Director – Investment Officer

CA Insurance License Number: 0G78095. Resident State NV.

Certificates

CFP, CPWA, CRPC

Eric Bickenbach

Vice President
Senior Financial Advisor

CA Insurance License Number: 4141624. Resident State CA. 

Steve Crowder, MBA, CRPC

Senior Financial Advisor

CA Insurance License Number: 0N01474. Resident State NV.

Certificates

MBA, CRPC

Theresa Larsen

Senior Registered Client Associate

CA Insurance License Number: 0I36262. Resident State NV.

Josh Martin

Private Wealth Registered Client Associate

CA Insurance License Number: 0F78243. Resident State CA. 

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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