Our Team

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 Meet our highly skilled and dedicated team of professionals who work hard to provide our clients with an exceptional experience.

Click on the pictures below to learn more about each of our valued team members:

Ron Leavitt, RFC®, AIF™

Ron Leavitt, RFC®, AIF™

Jeffrey Burr, Esq.

Jeffrey Burr, Esq.

Adam Dawson, CFP®

Adam Dawson, CFP®

Andres Escobedo

Andres Escobedo



Kim Thomas

Kim Thomas

Kristie Bitton

Kristie Bitton