Brett Bartman Photo

Brett H. Bartman

Managing Director - Financial Advisor, Senior Portfolio Director

310-205-7794
Trish Delk

Trish F. Delk, CFP®

Associate Vice President, Senior Financial Associate

310-205-7796 310-623-9037
Daniel Sandoval Photo

Daniel Sandoval, CFP®

Senior Business Associate

310-205-7737 424-446-2430
Edith Remington

Edith Remington

Investment Associate

310-205-7730 424-446-2421
Miles Dismond

Miles Dismond

Investment Associate

310-205-7778 424-446-2428

Annelyn Alita Lanuza

Investment Associate

310-205-7780
Abby Delmas Photo

Abby Delmas

Registered Client Associate

310-205-7738

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields