Broker Check

Team

Our team approach adds perspective to all we do and helps provide a holistic view for our clients.

Meet Our Team

Ken Arellano

Ken Arellano

Financial Advisor

Derek Main

Derek Main

Financial Advisor

Justin Corbin

Justin T. Corbin

Financial Advisor

James Arellano

James Arellano

Financial Advisor

Taylor Greider

Taylor Greider

Administrative Manager

Angelica Reina

Angelica Reina

Facilities Manager

DeAnna Arellano

DeAnna Arellano

Administrative Assistant

Luke  Tulloch

Luke Tulloch

Administrative Associate

Christopher Arellano

Christopher Arellano

Financial Professional

Charles Orlando

Charles Orlando, CPA*

Client Services Associate

Angela David

Angela David

Healthcare Coordinator

Deborah Case

Deborah Case

Client Esquire

Vincent  Samonte

Vincent Samonte

Administrative Associate

Rogfa &  Fidelity

Rogfa & Fidelity

Chief Comfort Officer (CCO)