About Us > Our Team

Securing your dreams takes effort and energy, leaving little time for true financial planning. We can take that responsibility off your hands while helping you achieve your goals. We help our clients work toward financial security with our personalized approach to financial planning.

Stephen Thomas
Stephen Thomas, MS, CFP®
Elad Goren
Elad Goren, CFP®
Ed Albrecht
Ed Albrecht
Stephen Arnold
Stephen Arnold
Ken Benedict
Ken Benedict
Shawn Benedict
Shawn Benedict
Gerald Bruce
Gerald Bruce, ChFC®
Jack Dvir
Jack Dvir, AAMS®
Aleksandar Krakovic
Aleksandar Krakovic, CMFC®
Heather McNeil
Heather McNeil
David Ramos
David Ramos
Kevin Tolsma
Kevin Tolsma, CFP®
Ira Zito
Ira Zito, CFP®

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