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 Chartered 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

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