
Michael Reese, CFP®
Founder / CEO

Jeremy Aston, CFA
Wealth Advisor

Christopher Larson, CFP®
Wealth Advisor

Abraham Martinez, CFP®
Wealth Advisor

Jeff Rossmann
Wealth Advisor

Jason Smith, CFP®
Wealth Advisor

Elizabeth Torres, CRPS®
Wealth Advisor

Kevin Wade
Wealth Advisor

Ken McCabe
Insurance Specialist

Cameron Cooper
Associate Wealth Advisor

Danny Mesta, CFP®
Associate Wealth Advisor

Sara Reese Rossmann
COO

Phil Behnen, CPA, CFP®
Tax Specialist

Taylor Reese
Client Service Representative

Carolina Rivara
Client Service Associate

Anthony Torres
Client Development Specialist

Ariel Galvan
Client Service Representative

Margie Aston
Director of First Impressions

Venessa Silvia
Director of First Impressions



