Building Wealth
by Building Trust

We are a team of highly experienced and skilled investment, planning and service professionals

who have earned credentials such as Chartered Financial Analyst (CFA®), Certified Private Wealth Advisor (CPWA®) and Certified Financial Planner (CFP®). We are also fiduciaries who are bound to act in the best interests of clients and are always available for clients – a critical advantage given today’s volatile markets and unpredictable economy.

Jason Strockis, IACCP®

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AJ Montoya

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Grace Van Dam

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Rachel Sheldon

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