A shared vision Driven by a passion to serve

We are proud to put our expertise and experience to work for the benefit of all we serve.

Meet our Partners

Nathan Clarkley
Nathan Clakley, MBA
Managing Director, Wealth Management Northern California Complex Manager
Courtney Irwin
Courtney Irwin, CFP®, ChFC®, MBA
Financial Advisor
Kathleen Ortiz Bio Headshot
Kathleen Ortiz
Financial Planning Consultant
I'm not nearly so concerned about the return on my capital as I am the return of my capital.
Will Rogers

Steadfast Partners in your plan

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