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We are committed to your financial well-being.

Our Dynamic Team

Together, we work diligently to ensure that every client receives personalized, strategic, and empathetic advice tailored to their individual goals and circumstances. 

Brandon Dixon-James

President & Wealth Manager

Nicole James

Director of Client Events

Edith Corrales

Operations Associate

Ameilia Kitchens

Front Office Representative

Jefferson Ordóñez

Operations Associate

Rosa Peña

Data Entry Specialist

 Our Retired Financial Planners

Wilbert McZeal, CFP, retired 2024

Gary Garcia, CFP, retired 2023 
Ronald Brannan, CFP, MBA retired 2019

Stanley Dorrance, CFP, MBA retired 2019

Schedule a Consultation

We offer free consultations to answer your questions.

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