Select Your Goal & We Will Help You Navigate The Waters

Meet Our Team

Christian  D'Urso

Christian D'Urso, CRPC

Founder & Chief Investment Officer, CA Insurance Lic# 4046226

Brandon Trank

Brandon Trank

Associate Wealth Advisor

Aaron DaVall

Aaron DaVall

Client Service Associate

DeLynn Shogren

DeLynn Shogren

Associate Wealth Advisor

Kataya Plett

Kataya Plett

Operations Manager

Bridge D'Urso

Bridge D'Urso

Strategic Partner

Paul Spangler

Paul Spangler

Operations Director & Wealth Advisor

Aaron DaVall

Aaron DaVall

Client Service Associate

DeLynn Shogren

DeLynn Shogren

Associate Wealth Advisor

Kataya Plett

Kataya Plett

Operations Manager

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.