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.

Richard Linsday, CLU, ChFC, 
Financial Services Representative
Financial Planner

Alan Sworski, CLU, ChFC,
Financial Services Representative
Financial Planner

Heather Ham
Personal Marketing Assistant