Meet the Team

Michele Brigman-Pemberton

Michele Brigman-Pemberton

Managing Partner, Financial Advisor

760-904-5109

760-832-9420

Jana Ham

Jana Ham

Managing Partner, Financial Advisor

760-904-5109

760-832-9420

Diane Reed

Diane Reed

Financial Advisor, Personal CFO

760-904-5109

Matthew Pierce, CFA

Matthew Pierce, CFA

Vice President, Research/Trading

702-263-7567

702-263-7273