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

Skye Thomas Dahl

CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Skye Thomas Dahl Visit Skye Thomas Dahl's website

Kirk Tambara

APMA

Financial Advisor

Associate Vice President
Learn more about Kirk Tambara Visit Kirk Tambara's website


Our team

Sam Bondar

Sam Bondar

Client Service Associate,

Client Concierge

Personal Intro

---Client Service Specialist

---Appointment management

---Administration and Front End Operations

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Deborah McKinney

Deborah McKinney

Registered Client Service Associate,

Operations Specialist

Personal Intro

  • Reading, writing, singing and choreography traditional dance
  • Walking and Hiking
  • Travel, learning new languages and explore the beauty of nature
  • Arts, Drawing, Home and Garden Design
  • Dramas and movies

Qualifications

    • Series 7 License
    • Series 66 License
    • Life, health and Variable State License

Roles & Responsibilities

  • Practice Operations & money movement specialist. New & pending applications & transactions processing.
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Lavendra Dadhich

Lavendra Dadhich

Client Service Associate,

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Creation, Data Migration, and Solutions Specialist
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Nikki Kalani

Nikki Kalani

Client Service Associate,

Financial Planning Analyst

Roles & Responsibilities

  • Financial Plan and Data Integration. Quality Assurance for Data inputs and Case Analysis
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