Paul J. Valdem, CPA/PFS

Partner President

Luana Mobley Corral, CFP®, CFS®, CLTC™, BFA™, CDFA™

Advisor

Evan Vladem

Financial Advisor

Shawn Wooden

Financial Advisor | Vice President | Partner

Patrick Farrell, CPA/PFS™

Financial Advisor

Marcus Arneaud, CRCP™

Financial Advisor

Marc Weiss

President

Travis Ruane

Financial Advisor