5757 Pacific Avenue
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
OSJ Branch Manager and Certified Financial Planner
Lindsey has more than 37 years of financial planning experience and, along with his assistants, they serve over 650 clients. Most of those clients have come by referral as we build lasting client relationships by delivering high...
Brooks joined his father’s business in July 2022. Prior to joining the financial services industry, he was a high school math and social studies teacher in Stockton Unfied (2008-2011) and in Maryland (2011-2022). ...
Registered Assistant and Office Manager
Joyce and Lindsey were married in 1982 and after their last child headed for college, she joined him in the office. Joyce is a Registered Administrative Assistant, but also serves as Office Manager. Her skills are unsurpassed and she...
Genevieve joined the office in 2021 and is eager to assist our clients with any service request.