Ross Biesinger
Partner and Senior Financial Advisor
Palm Desert, San Diego
David Thatcher, CFP®
Partner and Senior Financial Advisor
Palm Desert
Marc Koven
Chief Compliance Officer and Senior Financial Advisor
Palm Desert
Chris Risenmay, CFP®
Partner and Senior Financial Advisor
Palm Desert
Clark Penney
Partner and Senior Financial Advisor
Palm Desert, Anchorage
Penny Salamida
Financial Advisor
Palm Desert
Cortnie Deakyne, FPQP™
Executive Client Service Associate/Senior Project Manager
Palm Desert
Lee Ellen Walker, FPQP™
Director of Operations
Palm Desert
Jason Nettleton
Senior Vice President & Financial Advisor
Palm Desert
Erik Mora, RICP®
Strategic Partner- Synchronize
Palm Desert
Ryan Delaney, CFA®
Strategic Partner- Synchronize
Palm Desert
Greg Frech, CRPC®
Managing Director & Senior Financial Advisor
Palm Desert
Brad Arave, CFP®
Senior Vice President & Financial Advisor
Orange County
Amanda Thatcher
Office Coordinator/Client Service Associate
Palm Desert
David Zeligson
Client Service Associate
Palm Desert
Carey McCrady, CFP®
Financial Advisor
Arizona
Jim Watson, CEPA
Financial Advisor
Palm Desert, Los Angeles
Dermott Larkin
Senior Wealth Advisor
San Franciso Bay Area
Bill Gordon, CDFA®
Senior Wealth Advisor
San Franciso Bay Area
Our culture and Standard of Care are centered on:
Commitment to expertise and superior service
As an independent Registered Investment Advisory (RIA) firm, we are committed to delivering proactive and thoughtful financial advice.
Provide you comprehensive financial life advice
Our culture is centered on taking care of our clients and delivering an exceptional client experience.
Help remove financial stress through financial education and planning
Our goal is to empower you with the knowledge and tools you need to make informed decisions, so you can approach your financial future with confidence.
Helping you proactively anticipate your life’s needs
Our collective experience and expertise form the foundation of our client service process and Client Standard of Care.
Building a long-term relationship with you and your family
Our team would love the opportunity to learn more about you and share how we can help you achieve your financial goals.
