In her role as Administrative Associate, Joelle provides administrative support to our team and specializes in assisting our advisors with all aspects of professional services to our clients. Joelle has been assisting Financial...
Joseph D. Davison, CPA, CFP®Founder, Managing PartnerCA Insurance License #0E39860
Joe's passion for planning and helping clients work toward retirement independence has arisen from his extensive experience in the financial services and consulting industry. Joe understands that sound financial decision-making...
Mike grew up in the Midwest, and he developed an affinity for personal and family money matters at an early age. In fact, he hired his first stock broker at the age of 12, a gentleman fifty years his senior who mentored Mike throughout...