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Meet The Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family searching for the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Anthony  David

Anthony David

Chief Executive Officer | Founding Partner | Private Wealth Advisor

Roderick "Rock" Cartwright

Roderick "Rock" Cartwright

Associate Vice President | Business Development

Nick  Holt

Nick Holt

Associate Vice President | Relationship Manager

Angelene Johnson

Director of Client Services

Spencer  Long

Spencer Long

Associate Vice President | Athlete Transitions

Catalina Villegas

Catalina Villegas

Marketing Consultant

Ivan Rodriguez

Ivan "Pudge" Rodriguez


Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.