Each of our team members are independent professionals, so please feel free to choose any of the below individuals to get started:
Betty DeKovner
Kathy Fernandez
Lisa Sellon
Gloria Ortiz
Nicole Otoupalik
Laurie Kouzes
Peter Kote
Richard Huntington
Forrest West
Request a FREE Consultation!
We'll be happy to get you started in the right direction with 30-minute, no-obligation call. Call us at 949-600-8625.
Spring Workshop Schedule
Our award-winning "It's Your Money!" and "It's Your Estate!" 8 week workshops are presented in Orange County in the Spring starting in April and in the fall starting in September.