At our firm, we have the client—and only the client—in mind.

Christian  D'Urso

Christian D'Urso, CRPC

Founder & Chief Investment Officer, CA # 4046226

Brianna  Pafford

Brianna Pafford

Office Manager & Executive Assistant to Christian D’Urso

Bridge D'Urso

Bridge D'Urso

Strategic Partner

Bill  Kramer

Bill Kramer

Administrative Assistant

Paul Spangler

Paul Spangler

Associate Wealth Advisor

Brandon Trank

Brandon Trank

Associate Wealth Advisor

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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