Broker Check

At our firm, we have the client—and only the client—in mind.

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.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach and efficient methods to help you develop a strategy to address your financial goals and objectives.

S. Patrick Kelley, CHFC

S. Patrick Kelley, CHFC

Director of Administrative Operations

925-271-5780

925-848-3810

Andy Nevin, CHFC, LUTCF

Andy Nevin, CHFC, LUTCF

Founder; Chartered Financial Consultant

925-271-5780

925-848-3810

Elizabeth Husserl, MA

Elizabeth Husserl, MA

Founder; Financial Advisor + Wealth Manager

925-271-5780

925-848-3810

Samson Chan

Samson Chan, CFP®

Founder; CERTIFIED FINANCIAL PLANNER™ Practitioner

(925) 271-5912

925-848-3810

David Condensa, CEPA

David Condensa, CEPA

Financial Advisor + Wealth Manager; Certified Exit Planning Advisor

925-271-5780

925-848-3810

Miguel Delgado, CFP®

Miguel Delgado, CFP®

CERTIFIED FINANCIAL PLANNER™ PRACTITIONER

925-271-5780

925-848-3810

John D.  Lane IV, CFP®, MBA

John D. Lane IV, CFP®, MBA

CERTIFIED FINANCIAL PLANNER™ PRACTITIONER

925-271-5780

925-848-3810

Kristina Sabbatini

Kristina Sabbatini

Financial Advisor + Wealth Manager

925-271-5780

925-848-3810

Erika Alvarado

Erika Alvarado

Director of Administrative Operations

925-271-5780

925-848-3810

Pauline Maes

Pauline Maes

Director of Insurance Department

925-271-5779

925-848-3810

Andrea Figueroa

Andrea Figueroa

Executive Assistant + Securities Processing

925-271-5780

925-848-3810

Shawna  Humbert

Shawna Humbert

Executive Assistant + Securities Processing

925-271-4920

925-848-3810

Casey Fleck

Casey Fleck

Executive Assistant + Securities Processing

925-271-4920

925-848-3810

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.