Broker Check

New Additions to the Firm

August 02, 2019
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Many of you have asked how our team has changed in our transition. The core group of our service team, including Lisa Cortes, Danielle Smith, and Kody Brown, is looking forward to speaking with you and assisting in any way they can.

We are pleased to announce our newest team members, Berkeley Harrison and Evelyn Cetina. Berkeley holds the prestigious Chartered Financial Analyst designation (CFA) and has over 25 years of investment management and financial planning experience, and he joins our group as Sr. Portfolio Manager. We are also pleased to announce the addition of Evelyn Cetina to our team. Evelyn has over 20 years of experience as a data/operations analyst, most recently with Bank of America.

With other team members in the background, including legal, accounting, compliance and technology support, as well as numerous resources available at our custodian partners, LPL Financial and Charles Schwab, we are well organized to serve your needs for many years to come. From our perspective, our investment and financial planning services offered to you, should be more consistent with our more focused team. Please reach out and say hello if there is anything we can help you with.