Broker Check
COMPREHENSIVE FINANCIAL PLANNING WEALTH ACCUMULATION WEALTH DISTRIBUTION WEALTH PRESERVATION

Kevin C. Swanson, CFP | Managing Partner

Sandy Swanson | Private Wealth Advisor

Craig Pine | Private Wealth Advisor

Julie M Minami, CFP | Private Wealth Advisor

Raghu Krishnan | Private Wealth Advisor

Caroline Delaney | Private Wealth Advisor

Nicole Morris | Partner/Operations Manager

Lori Weeks | Operations Manager

Jeannie Ackerman | Advisor Assistant

Adam Roberts | Operations

Crystal Cervantes | Client Services

Sarah Maloney | Client Services