Experience: Team

 

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.

 

 

Leadership Team

James A. Cook – Founder

Nikki A. Naylor – CFP®, Senior Advisor

 

 

Client Services Team:
 
James Everett - Director of Investments
Issac Taboada - Manager of Operations
Bonnie Reed - Client Services Representative, Client Liaison
Yuji Kodama - Client Services Representative
 
Check the background of this firm and investment professional on FINRA's BrokerCheck
Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.
Additional investment advisory services offered through ANFS, Inc., a registered investment adviser not affiliated with FSC Securities Corporation.
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