Our Associates

We are experienced professionals committed to delivering quality service and guidance since 1973.

We look forward to helping you achieve your ideal financial future.

For a no-cost consultation with one of our associates, please call Heather at (805) 367-2041.

 

 

 

 

Gloria Chance
Financial Services Representative
Investment Advisor Representative
CA Insurance License # 0G52774

Robert Cheatham
Financial Services Representative
CA Insurance License # 0F20133

Richard Linsday
Financial Services Representative
Functional Manager
CA Insurance License # 0454145

Roberto "Rob" Proano
PhD
Financial Services Representative
CA Insurance License # 0E53814

David Pulaski
Financial Services Representative

Alan Sworski
Financial Services Representative
CA Insurance License # 0504012

Heather Ham
Personal Marketing Assistant