About Us
Your Success is our Mission
Enjoy the support of a highly qualified, caring team that’s always there when you need. We understand that we’re managing your hard-earned wealth. We look forward to serving our clients’ best interests for years to come.
Ernest Holguin, CFP®
Managing Partner
Jourdan E. Sy, CFP®
Managing Partner
Dale E. Nunn
Senior Vice President
Thomas S. Robertson III
Senior Vice President
Tom Binder
Vice President
William Wickham, CIMA®
Senior Vice President, Investment Officer
Debbie McMaster
Managing Director
James Deak, CFP®
Managing Director
Michael Mercado
Managing Director
Mark Dragoslovich, CFP®, CIMA®
Financial Advisor
Jonathan Cruz
Financial Advisor
Alex Holguin
Financial Advisor
Thomas Robertson
Financial Advisor
Elizabeth Vargas-Hunken
Group Director
Makyla Werner
Operations Manager
Kristin Simmons
Relationship Manager
Christina McInnis
Relationship Manager
Julie A. Coates
Senior Client Associate
Kristin Lin
Relationship Manager
Sonya Johnson
Senior Registered Client Associate
Kelly Coates
Client Associate
Kaitlyn Glavor
Client AssociateContact Us
Email, call or set up an appointment and take control of your financial future.
Let’s Talk!