Our name reflects our commitment to developing deep and longstanding relationships with our clients. We believe in building trust through delivering sound strategies for growing, preserving, and transferring wealth from one generation to another. We understand that true confidence is earned by tailoring our approach to each client's unique objectives and working in partnership to optimize their entire financial picture.
Excellence is at the core of everything we do. We maintain a high standard of excellence by emphasizing specialized knowledge and thoughtful innovation. Our team of advisors possesses a diverse range of expertise and training backgrounds, enabling us to provide comprehensive financial guidance across various areas.
We firmly believe that success for our clients can be achieved through a disciplined process and insightful approach. By thoroughly analyzing your financial situation, understanding your goals, and considering your risk tolerance, we develop customized strategies that align with your needs. We strive to optimize your financial outcomes and provide you with financial confidence.
West Los Angeles, CA
Dane C. Streeter
Managing Director - Financial & Estate Planning | LPL Registered Representative
Brad B. Harris, AIF®
Managing Director - Retirement Planning | LPL Registered Representative
Dennis Shu, CFP®
Vice President | LPL Registered Representative
Ben Lawler - Juris Doctor, CPA, Financial Advisor And Wealth Manager
Senior Vice President | LPL Registered Representative
Executive Team
Administrative Team
Central Coast, CA
Santa Monica, CA
Maarten Rietveld, CFP®, AIF®, CDFA™, CEPA
Vice President I LPL Registered Principal
Glendale, CA
Naples, FL
Ben Lawler - Juris Doctor, CPA, Financial Advisor And Wealth Manager
Senior Vice President | LPL Registered Representative
Litchfield Park, AZ
Boise, ID
Minneapolis/Saint Paul, MN
Julian Locke, CFP®, ChFC®, CRPC™, CDFA®
Senior Vice President I Financial Advisor
Ximena Silva-Avila, CFP®, CSRIC®
Vice President | LPL Registered Representative
Philadelphia, PA
New York, NY
