A COLLABORATIVE TEAM to count on

It takes a village, they say. And we couldn’t agree more. We believe that everyone has their own talents and wisdom to share with the world and one another, which is why drawing on one another’s expertise and insight is very important to our team.

Together, we enjoy guiding our clients – our friends – through the ins and outs of their financial life. We’ve found that connecting on a personal level with you and with each other is what enables us to do our best work on your behalf.

Ricardo Armijo
Ricardo J. Armijo, AIF®, CEPA
Managing Director
Tim Cooper
Timothy Cooper, CFP®
Senior Vice President, Wealth Management
Leonard Dietrich
Leonard Dietrich III, AAMS™
Financial Advisor
Cheri Schafer
Cheri Schafer
Senior Registered Client Service Associate
We hold daily team meetings to coordinate our service to our clients and address any issues.
Ricardo Armijo, Managing Director
Always here for you

 

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