by Taylor Brown | Nov 13, 2025
About Lucy Matsumoto brings a unique blend of resilience, entrepreneurial grit, and deep empathy to her work as a financial advisor. Her journey into financial services began after the tragic loss of her father in a plane crash at age 16, which thrust her into the...
by Taylor Brown | Nov 13, 2025
About Don Marino is a financial advisor who combines personal experience with professional expertise to guide clients on their financial journeys. His inspiration came from his own story—realizing later in life that despite having a 401(k) and dabbling in stocks and...
by Taylor Brown | Nov 12, 2025
About Ricardo Leyva is a financial advisor who brings heart, hustle, and a client-first mindset to every interaction. Since entering the financial services industry in 2019, Ricardo has been driven by a simple but powerful motivation: to help individuals and families...
by Taylor Brown | Nov 12, 2025
About Andrew Lewis is a financial advisor with a decade of experience helping clients build wealth, plan confidently for the future, and approach retirement with clarity and peace of mind. With a B.A. in Economics from Furman University and licenses including the...
by Taylor Brown | Nov 12, 2025
About Christina Lawrence didn’t set out to simply manage money. From the beginning, she was drawn to something deeper—helping people make sense of their lives through their finances and creating calm in areas that often feel overwhelming. Partnering with her mother,...
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