Jana Ham

Financial Advisor, Personal CFO
When people dream of their future, they do not often picture multiple careers in different disciplines, but that is what happened to me. I have been a...

Diane Reed

Financial Advisor, Personal CFO
Some of my earliest memories of my father were of him helping neighbors or taking a couple of widows from the nearby senior apartments to church on...

Solina Barnes

Manager of Client Relations
For as long as I could remember I have always loved helping people and for many years I thought I would be doing that in a completely different manner...

Maria Kiner CPA

Certified Financial Planner
Maria Kiner started her career in the audit department of Ernst & Young in Los Angeles. After leaving EY she spent the next 8 years as the CFO for a...