Meet Our Team
We are a collaborative team, dedicated to providing holistic and comprehensive advice for decades to come. We focus not only on your wealth, but on your life, your family, and your happiness. We work with a wide scope of professionals dedicated to providing you with personalized advice on investments, retirement, estate and legacy planning, insurance and long-term care, as well as a variety of other advanced planning techniques.
Our team was founded by Suzanne Tovar who was dedicated to her clients for 42 years and retired in March 2025. We are honored to continue the legacy that Suzanne built.
Our team was founded by Suzanne Tovar who was dedicated to her clients for 42 years and retired in March 2025. We are honored to continue the legacy that Suzanne built.



Becky Souders
Assistant Vice President
Senior Registered Client Associate