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OUR TEAM

Financial Advisory Specialists

Our dedicated financial advisory team provides personalized guidance to help clients make informed decisions about their financial future. Each member brings unique expertise and a commitment to your success.

Professional headshot of Michael Thompson, Senior Financial Advisor, wearing a navy suit and gold tie, smiling confidently against a neutral background

Michael Thompson

Senior Financial Advisor, CFP®

With 12 years of experience in financial planning, Michael specializes in helping families navigate major life events with confidence and clarity. His approach combines comprehensive financial analysis with personalized strategies tailored to each client's unique circumstances.

Michael holds the prestigious Certified Financial Planner® (CFP®) certification, demonstrating his commitment to the highest standards of financial planning excellence. He has guided hundreds of families through critical financial decisions, from purchasing their first home to planning for their children's education and preparing for retirement.

His expertise includes estate planning, tax-efficient investment strategies, and risk management. Michael believes that successful financial planning is built on strong relationships and clear communication, ensuring clients understand every aspect of their financial journey.

Professional portrait of Lisa Park, Retirement Planning Specialist, wearing professional business attire with a warm smile, photographed in a modern office setting

Lisa Park

Retirement Planning Specialist

Lisa brings 10 years of specialized experience in retirement planning strategies, helping clients build secure and fulfilling retirement futures. Her educational background includes an MBA in Finance from UCLA, where she graduated with honors and developed her passion for retirement income planning.

She excels at creating comprehensive retirement strategies that address income planning, healthcare costs, Social Security optimization, and legacy planning. Lisa's analytical approach ensures that clients can retire with confidence, knowing their financial needs are thoroughly addressed.

Her clients appreciate her ability to simplify complex retirement concepts and her dedication to staying current with evolving retirement planning strategies. Lisa regularly conducts retirement planning workshops and has helped numerous clients transition smoothly into their retirement years while maintaining their desired lifestyle.

Professional photograph of Robert Williams, Wealth Preservation Advisor, in formal business attire with an approachable expression, captured in an elegant office environment

Robert Williams

Wealth Preservation Advisor, ChFC

With 14 years of experience in wealth management, Robert specializes in wealth preservation and strategic asset allocation for clients who have accumulated significant assets and want to protect their financial legacy. He holds the Chartered Financial Consultant (ChFC) designation, reflecting his advanced expertise in financial planning.

Robert's approach focuses on creating diversified investment portfolios that balance growth potential with risk management. He works closely with clients to understand their long-term objectives, risk tolerance, and legacy goals, developing customized strategies that preserve and grow wealth across generations.

His areas of expertise include portfolio construction, tax-efficient wealth transfer strategies, charitable giving planning, and coordinating with estate planning attorneys and tax professionals. Robert's clients value his thoughtful approach and his ability to navigate complex financial situations with clarity and precision.

Professional headshot of Amanda Foster, Financial Education Specialist, wearing contemporary business attire with an engaging smile, photographed in a bright, modern setting

Amanda Foster

Financial Education Specialist

Amanda is our newest team member, bringing fresh energy and specialized expertise in financial education for young professionals. She holds her Series 65 license, qualifying her as an Investment Adviser Representative, and is passionate about helping the next generation build strong financial foundations.

She specializes in working with young professionals who are navigating their first major financial decisions, from managing student loans and building emergency funds to starting retirement savings and purchasing their first homes. Amanda's approach emphasizes financial literacy and empowerment, ensuring clients understand the "why" behind every recommendation.

Her engaging communication style and relatable perspective make complex financial concepts accessible and actionable. Amanda regularly hosts financial wellness workshops and creates educational content designed to help young professionals take control of their financial futures. Her clients appreciate her patience, enthusiasm, and genuine commitment to their long-term success.

Updated December 3, 2024