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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
Ojai Branch Manager, FPQP®
Bob Cheatham
CRPS®, Investment Advisor & Financial Planner
Sharon Medina
Branch Operations Manager, FPQP®
Sarah Waters
Client Services
Gavin Jamroz
Financial Paraplanner
Jessica Hawley
Ventura Branch - Client Services
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