OUR TEAM

Our team of experienced professionals brings deep knowledge and expertise across multiple disciplines to our clients and business owners. Our combined talents comprise a powerful network focused on the success of our advisors and their clients.

• 

  Jeff Higgins,
  CFP®, CLU, ChFC, AIF®
  Managing Partner
  Qualified Plan Director
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• 

  Raymond Aguillon, Jr.
   
  Partner
  Financial Advisor
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• 

  Scott Mohler
  
  Partner
  Wealth Manager
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• 

  Adam Frey
  CFP®
  Partner
  Financial Advisor
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• 

  Ronnie Haim
  
  Financial Consultant
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• 

  Gregory Drew
  AIF®
  Investment Advisor Rep.
  
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• 

  Kathy Fandel
  
  Financial Consultant
  
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• 

  Robert Deming
  
  Wealth Adviser
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• 

  Michael Loader
  
  Financial Advisor
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• 

  Steve Andersland
  
  Financial Advisor
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• 

  Kristen Sparling
  
  Director of Marketing,
  Administrative Assistant
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ORGANIZATIONS WE SPONSOR: