Our Team

As company President, Julius holds the Series 7 and 63 securities registrations administered by the Financial Industry Regulatory Authority (FINRA).

Tom has over 30 years experience as an investment adviser and over 40 years experience in retirement plan design and administration. Tom holds the Series 7 and Series 63 registrations administered by the Financial Services Regulatory...

Paul has over 30 years experience in the area of investment advice and retirement plan design and administration. Paul holds the Series 6 registration administered by the Financial Services Regulatory Authority (FINRA). He graduated...

Charles’ area of expertise is investment advice and retirement plan design and operation. Prior to joining the firm, he worked for Callan Associates, an institutional investment consulting firm, in their San Francisco and Chicago...

Bill brings over 25 year of business development experience specializing in investment advice and retirement plan design. Bill holds the Series 7 and Series 63 registrations administered by the Financial Services Regulatory Authority...

Marie joined the firm in 1988 and serves as Operations Manager and Compliance Officer. Her prior work experience includes Accounting Management and Personnel Management. Marie is also a licensed Notary Public.

Shari joined the firm in 1985 and provides customer support in the retirement plan and 401(k) plan area and for our fee-based clients.