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Our Team

The Heart of Our Company

Our team is the driving force behind everything we do. Comprised of a diverse group of individuals with unique skills and perspectives.

Stephen H. Wagner

Certified Financial Planner®, Investment Advisor, CEPA®

Laine Miller

Certified Financial Planner®, Investment Advisor

Doug Ecker

CRPS®, Investment Advisor & Financial Planner
Cindy Rodarte

Cindy Rodarte

Ojai Branch Manager, FPQP®
Bob Cheatham

Bob Cheatham

CRPS®, Investment Advisor & Financial Planner
Sharon Medina

Sharon Medina

Branch Operations Manager, FPQP®
Sarah Waters

Sarah Waters

Client Services
Gavin Jamroz

Gavin Jamroz

Financial Paraplanner
Jessica Hawley

Jessica Hawley

Ventura Branch - Client Services
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