We have built a seasoned team of advisors and client service professionals to deliver our wealth management services. The team members include senior advisors, CFP® practitioners, and licensed assistants who work together to provide financial planning and portfolio management services.
James A. Cook – Founder
Nikki A. Naylor – CFP®, Senior Advisor
James Everett - Director of Investments
Issac Taboada - Manager of Operations
Bonnie Reed - Client Services Representative, Client Liaison
Yuji Kodama - Client Services Representative
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