FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Team

 

Sean Burr

President & Senior Wealth Advisor

805-497-9909

805-497-9919

Sean joined the financial services industry over ten years ago because he believes in the power of financial planning to build a stronger, happier future. The best part of his job is working with his clients to define their vision of...

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Ashley C. Burnaugh

Director of Operations

805-497-9909

805-497-9919

Ashley is originally from the Antelope Valley but for over a decade has called Simi Valley her home. She graduated from Royal High School and immediately joined the full time work force, and in between careers graduated from Le Cordon...

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Diane M. Wiggins

Client Service Associate

805-497-9909

805-497-9919

Diane was born at Ft. McClellan, Alabama, but six weeks later moved to California. She spent her childhood in Burbank and Glendale. Diane graduated from Providence High School in Burbank, with an emphasis on music and art. She...

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