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Our Team

Dennis C.L. Huang CLU®, ChFC®, CFP®

Wealth Management Advisor

Santino Flores CLTC®

Financial Advisor

Taylor Nielsen

Associate Financial Advisor

Daniel Robert Wray

Investment Operations Associate

Marchean Crenshaw

Investment and Planning Associate

Thomas Michael Forbes

Director of Financial Planning

Katherine Peralta

Operations Associate

Dominic Escobedo

Operations Assistant