Broker Check

Meet our Team

Christina Lindsey Orta

Christina Lindsey Orta, CFP®

CEO | President | Certified Financial Plannerâ„¢

(805) 312-7200

James Cunningham

James L. Cunningham, Jr.

Affiliated Parties: General Counsel

(805) 312-7200

Alissa Kroeger

Alissa Kroeger, CFP®, CAIA®, CKA®

Partner | Certified Financial Plannerâ„¢

(805) 312-7200

Shannon Beahan

Shannon Beahan, CFP®

Partner | Certified Financial Plannerâ„¢

(805) 312-7200

Emily Harris

Emily Harris

Client Accounts Coordinator

(805) 312-7200

Laura Spear

Laura Spear

Office Coordinator

(805) 312-7200

Sami Motyl

Sami Motyl

Manager of Client Accounts and Service

(805) 312-7200

Devonney Thurman

Devonney Thurman

Manager of Operations and Client Service

(805) 312-7200