We're very excited to have two new, talented individuals join our team.
Ken Hatfield (a longtime client of the firm) joins us after a career with the Fresno Bee. Ken will act as Financial Advisor and Director of Client Relations.
Amber Curran recently graduated from Fresno State. She will serve clients in an administrative capacity and has a very bright future ahead of her.
We're very happy to have Ken and Amber with us. They will allow us to better serve our existing clients and give us capacity to serve additional clients.
Our Mission: We develop strong personal relationships with our clients and bring clarity to issues important to them. We provide insight leading to solutions in helping them to achieve lifelong goals, and we partner together in implementing a plan to do just that!
