Steven began his financial services career in 1996. His primary focus is providing financial guidance and counsel to business owners on retirement plans. He holds Series 7, 6 63 and 66 securities licenses, as well as life, health and annuity insurance licenses. Steven earned a B.A. degree in business from California State University, Fullerton.

Registered States:
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

Jennifer is a goal oriented individual with a passion for helping people.  Her experience in the Financial Services industry has included roles in Human Resources, Marketing and Business Operations.  Jennifer focuses on plan design, leads our marketing initiatives and manages our team operations.  She holds her Series 7, Series 66, the Charered Retirement Plan Specialist designation and an M.B.A. from California State University, Fullerton.

Registered States:
AZ, CA, FL, GA, HI, NJ, NY, TN, TX, UT, VA

Michael “Mike” Curry began his career at UBS in 2016, bringing with him years of professional experience working in financial services and investment management from Goldman Sachs & Neuberger Berman LLC. From Mike’s time in the industry, he has gained critical expertise in client service, process management and fiduciary oversight. He puts his experience to work through managing and building client relationships, while simultaneously providing outstanding client service – ever striving towards self-improvement in order to learn more about the industry for the clients he supports. Following this guiding principle, Mike maintains the prestigious Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist designations and is an active member of the National Association of Plan Advisors. Mike is excited to be working in a capacity that helps people prepare for the future by investing for retirement today.

Mike resides in the South Bay region of Los Angeles and enjoys spending his free time exploring all that Los Angeles has to offer through community engagement and advocacy. Mike is a proud active Board Member of Students Run Los Angeles and a volunteer coordinator for Heal the Bay. He enjoys running, hiking, biking and all things fitness related. Mike also enjoys traveling and considers himself an amateur photographer, always making time to stop and capture moments.

Mike holds a B.A. magna cum laude in Marketing Management from the University of New Mexico. He later earned the Certified Trust and Financial Advisor designation from the American Bankers Association, the Chartered Retirement Planning Counselor, and the Chartered Retirement Plans Specialist designation from the College for Financial Planning.

Mike also holds the Series 7 and 66 securities licenses.

Ryan serves as the team investment analyst, providing insights on market trends and recommendations, and also conducts participant education and financial goal analysis.  Ryan's background is in Risk Management, Operations and Business Intelligence/Analytics and he has held various roles in the Retail, Insurance, and Financial Services industries.  Ryan earned an M.B.A. from California State University, Fullerton and holds his Series 7 and 66 security licenses.

Registered States:
CA

As a Senior Client Service Associate, Jill provides exceptional service to our clients on a daily basis.  She helps process plan changes, facilitate communications, and organize meetings and events. Jill holds her Series 7 and Series 66 securities licenses.

Registered States:
CA, DE, FL, ID, MI, NV, TX, UT, WA