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 Insurance Lic# 4046226

Bridge D'Urso

Bridge D'Urso

Strategic Partner

Paul Spangler

Paul Spangler

Operations Director & Wealth Advisor

Brandon Trank

Brandon Trank

Associate Wealth Advisor

DeLynn Shogren

DeLynn Shogren

Associate Wealth Advisor

Kataya Plett

Kataya Plett

Operations Manager

Aaron DaVall

Aaron DaVall

Client Service Associate

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.