Lily Figueroa
Assistant to Valerie Esteban & Kevin Campbell
Marisol Guerrero
Customer Service and New Business Administrator
Michael Lockwood, CFP®, CRPC®
Founding Partner and Financial Planner
Roberto J. Duran, CFP®, ChFC®, CRPC®, CBEC®
Private Wealth Advisor
Terri Halligan
Investment & Insurance New Business Specialist
Tim Johnson, J.D.*, CRPC
Chief Investment Strategist
Lily Figueroa
Assistant to Valerie Esteban & Kevin Campbell
Marisol Guerrero
Customer Service and New Business Administrator
Michael Lockwood, CFP®, CRPC®
Founding Partner and Financial Planner
Roberto J. Duran, CFP®, ChFC®, CRPC®, CBEC®
Private Wealth Advisor
Terri Halligan
Investment & Insurance New Business Specialist
Tim Johnson, J.D.*, CRPC
Chief Investment Strategist
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. We follow Osaic FA's philosophy to 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.