Steadiness It comes from experience
Our commitment to planning starts with listening. We engage in a significant discovery process to find out what matters most to each client. We look at the world through your eyes. We take the time to get to know you so that we can truly understand your motivations, challenges and risk appetite. Our team’s experience has taught us the best way to add value is by helping busy, successful people navigate an increasingly complex world to maximize their impact. We understand the emotions behind wealth, and we’re here to support you, your family and your business through all of life’s changes.
Robert "Bob" Brower, CFP® CIMA®
Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Chartered Financial Consultant (ChFC®)
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619-557-4777
Dustin Tracy, CFP®
Account Vice President
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst (CDFA®)
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619-557-4867