Archives: Teams

Dante Sanchez

Associate Wealth Advisor

Diana Barrios

Client Services Associate

Barack Little

Wealth Advisor

Jessica Hilton

Client Service Specialist

Eileen Widby

Client Liason / Client Services Specialist

Adrian Bates

Realtor

Isaac Brooks

Mortgage Banker

Marc C. Phelps,CPA

Certified Public Accountant / Tax Planner

Peeyush Gupta

Director of Digital Marketing

Sherri James

Sr. Wealth Manager / Licensed California Insurance Agent
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