Contact
Herbert Messick, MSFS®, CFP®, CLU®, ChFC®, AEP®, AAMS®, CMFC®, CRPC®, AIF®
President, CEO
Karen Burneff, AIF®
Chief Compliance Office, Chief Operating Officer
Douglas M. Rowan, CFP®, CMFC®, AIF®
First Vice President, Investment Advisor Representative
Christopher George, CMFC®, CRPS®, AIF®
Office Address
15141 E. Whittier Blvd
Suite 550
Whittier, California
90603 United States