Michael Lockwood, CFP®, CRPC®
Founding Partner and Financial Planner
Terri Halligan
Investment & Insurance New Business Specialist
Melissa Droege
Client Relations & New Business Administrator
Lily Figueroa
Assistant to Valerie Esteban & Kevin Campbell
Marisol Guerrero
Customer Service and New Business Administrator
Our Team
At the core of our firm are people who care about our clients. The partnerships we've built with our clients were forged through our team's commitment to service - Serve First, Last, and Always. If we can be of service to you, or someone you know, feel free to reach out. We'd be happy to help in any way we can.