Christian D'Urso, CRPC
Founder & Chief Investment Officer, CA Insurance Lic# 4046226
Paul Spangler
Operations Director & Wealth Advisor
Brandon Trank
Associate Wealth Advisor
DeLynn Shogren
Associate Wealth Advisor
Kataya Plett
Operations Manager
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.