Welcome New Members! (July 2023)

We welcome our newest members and look forward to building our local community together! Maria Angelica San Felipe, CFP® Timothy Chiochios, CFP®, CPA, Andrikopoulos Chiochios Accountants Claire Hunsaker, CFP® Erich Jochimsen, Meritas Wealth Management Cesar Sandoval,...

Welcome New Members! (May 2023)

We welcome our newest members and look forward to building our local community together! Jack Rose, Oppenheimer & Co., Inc. Yuliya Vakulin, CFP® Domenica Stokes, CFP®, Curran and Lewis Investment Management, Inc. Kerry Norton, Curran & Lewis Investment...