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Meet Our Team

We have the Member—and only the Member—in mind.

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Client Centered

Over the years, we have found that a team approach can be an effective method to help Members 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 Members to get opinions from several sources with diverse backgrounds, education, and experience. 

Our Financial Advisors are experienced in creating customized investment plans to help you work toward your short-term and long-term wealth management goals.

Contact Mona Boomer below to schedule your complimentary, no-obligation consultation today!

Mona Boomer

Mona Boomer

Program Manager

(408) 731-4298

(408) 731-3963

Gregory  Peebles

Gregory Peebles

LPL Financial Advisor

(408) 731-4153

(408) 731-4064

Natasha  Escareno

Natasha Escareno

LPL Financial Advisor

(408) 731-4280

(408) 731-6019

Questions? Comments? 

Thank you!