Our Associates

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

Paul R. Justin, CFP®, ChFC, CLU
Managing Director
CA Insurance License # 0698706

Marci S. Bair, CFP®
Financial Services Representative
Financial Planner

Matthew C. Barnhart
Financial Services Representative
Financial Planner

David J. Bernhard
Financial Planner
California Insurance License # 0F07279

Michael J. Bill, MBA
Financial Services Representative
Financial Planner

Mark Bobich
Financial Planner
CA Insurance License # 0B20252

Eunis Christensen, MBA, CLTC
Financial Services Representative
Financial Planner

Marc A. Gallo
Financial Services Representative
Financial Planner

Brentt  Hoover, CFP®, ChFC
Agency Director

Murray Hougen, MBA
Financial Services Representative
Financial Planner

C. J. Jackson, CLU
Financial Services Representative
Financial Planner

Kevin M. Kress
Financial Services Representative
Financial Planner

James R. Lingelbach
Financial Services Representative
Sr. Financial Planner

Amir H. Lozani
Financial Services Representative
Financial Planner

Kathy Tomoko Matsumoto, CPA, MBA
Financial Services Representative
Financial Planner

Cory L. Morrison
Financial Services Representative
Financial Planner

William J. O'Connell
Director of Training
Financial Services Representative
Financial Planner
CA Insurance License # 0B57169

Victor Orozco
Financial Services Representative
Financial Planner

Raymond Pai
Financial Services Representative
Financial Planner

Mark W. Pearcy, ChFC
Financial Services Representative
Sr. Financial Planner

Christopher T. Rand
Financial Services Representative
Sr. Financial Planner

Bryan Spencer
Financial Services Representative
Financial Planner

Donald Van Dyke
Financial Services Representative
Financial Planner

Michael D. Wand
Financial Services Representative
Financial Planner