Our Associates

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

Luke D. Achay
Financial Services Representative
Financial Planner
CA Insurance License #0F41203

Colin Babb
Financial Services Representative
CA Insurance License #0F87786
Investment Advisor Representative

Jeffrey T. Bullard
Financial Services Representative
Financial Planner
CA Insurance License #0F75888

Jonathan Carcamo
Financial Services Representative
CA Insurance License #0F80871
Investment Advisor Representative

Linda Weiping Chen, MBA, CPA
Financial Services Representative
CA Insurance License #0G02758
Investment Advisor Representative

Joy C. Chiu
Financial Services Representative
Financial Planner
CA Insurance License #0C25430

Renato Espiritu
Financial Services Representative
Financial Planner
CA Insurance License #0G18092

Naghmeh Hefazi
Financial Services Representative
Financial Planner
CA Insurance License #0F42066

Tim J. Kao
Agency Sales Director
Financial Planner
CA Insurance License #0D75659

Danilo Kim
Financial Services Representative
Financial Planner
CA Inisurance License #0E91461

Tyson Lozano
Financial Planner
Financial Services Representative
CA Insurance License #0G17560
Investment Advisor Representative

Douglas Myhra
Financial Services Representative
CA Insurance Lic. 0A65179

Christine Puccio
Financial Services Representative
Financial Planner
CA Insurance Lic. 0G09041

Alice S. Roe
Financial Services Representative
Financial Planner
CA Insurance License #0738449

Steve Shloss
Financial Services Representative
Financial Planner
CA Insurance License #0F78784

Bernd Steinebrunner
Financial Services Representative
Financial Planner
CA Insurance Lic. #0F17938

Scott Ulves
Financial Services Representative
Financial Planner
CA Insurance License # 0E22007

Xavier Zatizabal
Financial Services Representative
FInancial Planner
CA Insurance License #0F35264