Our advisors

Charles Savidge

MBA, CFP®, APMA

Private Wealth Advisor

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Kari Nelson Flores

CFP®, JD, MS, APMA, MPAS

Financial Advisor

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Matthew Savidge

Associate Financial Advisor

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Our team

Isabella Menjivar

Isabella Menjivar

Client Service Coordinator

Qualifications

  • Associate's Degree in Business

  • Over 5 years of professional Customer Service experience

Roles & Responsibilities

  • Responsible for Advisors' daily calendars
  • Manages Onboarding New Clients/Prospects
  • Provides Clients and Advisors with Administrative Support
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Jeanette Savidge

Jeanette Savidge

Practice Manager

Qualifications

  • Bachelor of Science in Business Administration

  • Over 35 years of professional Customer Service experience

Roles & Responsibilities

  • Assist Financial Advisors in managing and organizing office workflow
  • Oversees daily business operations
  • Notary Public since 2009
  • Social Media Sites/New Business Development/Events and Marketing
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