Brent has a background of over 32 years in the financial services industry including over 25 years with Merrill Lynch. He spent 11 years as the managing director in southern California covering 6 offices from Ontario down to Temecula. Now serves the southern Utah and Nevada locations.
Contact: Nevada: 702-271-7919 / Utah – 435-773-8049
Brad, a current CFP, who currently serves clients in the Orange County area has worked and continues to work in the financial services industry from 2008 to the present. Started his career with Merrill Lynch from 2008 until may of 2011 where he moved his business to JPMorgan Chase for over 8 years. Today, he serves his clients as an Independent RIA advisor managing his clients planning, investment and insurance needs
Contact: 949-514-5388
Ryan is a CPA with 17 years of experience in the financial services industry. He worked for several years in public accounting and another ten years managing the financial and accounting functions of a fast growing technology start up company. He has a masters degree in accounting from Brigham Young University.
Contact: 208-830-4204
Contact: 435-705-8077
Ed is a licensed CPA in Hawaii and California. He is a retired FBI Special Agent. He is excited to help the community better understand their options with Medicare. He has degree in accounting from Brigham Young University.
Contact: Hawaii: 808-494-0753/California 714-274-5080
Brooke is the mother of four children. She started assisting people with Medicare supplemental insurance in 2020. Brooke has a degree in public health from California State University Long Beach.
Contact: Hawaii: 808-494-0753/California 714-274-5080
