Note from Co-Founders
We understand that who you choose to manage your money is a monumental decision and ultimately comes down to trust. Whether you’re looking ahead to retirement, have assets in need of oversight or are responsible for your organization’s accounts, the choice you make will have impact for years to come.
Thank you for visiting our site. We look forward to hearing from you.
Angela Baurley
Managing Partner/Co-Founder
LPL Registered Principal
Wealth Manager
Taunya Villicana
Managing Partner/Co-Founder
Wealth Manager
