Our Team

Kirk has been in the financial services industry for over 35 year. He specializes in assisting small business owners and individuals manage their affairs in such areas as business succession, protecting and preserving assets and...

With more than thirty four years of experience in the insurance and independent financial services industry, Eric has positioned himself as someone his clients can trust for insight and wisdom as they develop plans for achieving their...

Debbie came to the High Desert from the Inland Empire in 2000. She began her career with Capstone Consulting Group in 2007 where she brought knowledge learned in her previous 15 years of Executive Administrative experience.She has a...