Broker Check

Meet the Team

John Stokes

John Stokes

Chief Executive Officer and Founder

Rick Friend

Rick Friend, CFP®, ChFC®

Certified Financial Planner™ Practitioner

Tom Krebs, CRPC®, AAMS®

Tom Krebs, CRPC®

Financial Advisor

Scott Marcoe

Scott Marcoe

Paraplanner

Nicole Fajardo

Nicole Fajardo

Operations & Client Relations Manager

Daisy Hong

Daisy Hong

Client Services Coordinator

Nikko  Stokes

Nikko Stokes

Client Service Specialist