Meet the Team

Summer A. Roberts Chief Executive Officer

Coby Culpepper Executive Wealth Advisor

Wyatt Broome Fiduciary Financial Advisor

David M. Lee Fiduciary Financial Advisor

Michelle Micheli VP of Operations

Pat Villafranco VP of Marketing

Fred Escobedo Business Development Specialist

Debora Deleon Events Marketing Specialist

Jerry Serrano Digital Marketing Specialist

Dennise Stevenson Office Manager

Karyn Goebel Client Relationship Manager

Beth Pridgeon Client Service Specialist