Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Darren Bobley

CFP®

Financial Advisor

Managing Director
Learn more about Darren Bobley Visit Darren Bobley's website

Steve A Livlanich

APMA

Financial Advisor

Associate Vice President
Learn more about Steve A Livlanich Visit Steve A Livlanich's website


Our team

Carson Nix

Carson Nix

Registered Client Service Associate

Sandie Almaraz

Client Service Associate