Our advisors

Tim Sandman

CFP®, CRPC, APMA

Private Wealth Advisor

Learn more about Tim Sandman Visit Tim Sandman's website

Kirk Trussell

MBA, CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kirk Trussell Visit Kirk Trussell's website

April Blanton

APMA

Financial Advisor

Learn more about April Blanton Visit April Blanton's website

Dustin LeRay

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dustin LeRay Visit Dustin LeRay's website


Our team

Sarah Lovell

Sarah Lovell

Client Service Specialist

Qualifications

  • LA Life and Health Insurance
View more
Rebecca Blouin

Rebecca Blouin

Client Service Associate