Where expert meets exceptional


Our team is happiest when we’re sharing in each other’s successes – and that includes you, as well. We view our clients as our family, and take genuine pleasure in seeing each and every one of them thrive.

Photo of Jason Lonsdale

Jason Lonsdale, CIM

Portfolio Manager, Investment & Wealth Advisor


Photo of Ali Nozari

Ali Nozari, Ph.D.

Investment Advisor


Photo of Jarad Andrews

Jarad Andrews, CIM

Associate Wealth & Investment Advisor



Personal service and expert advice, every step of the way

Discover the difference our team can make.

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