by Taylor Brown | Nov 7, 2025
About Lori Gavin is a Executive Assistant with Du Charme Wealth Management, operating out of New Berlin,...
by Taylor Brown | Nov 7, 2025
About Gerardo Garcia has spent nearly two decades helping clients make smarter financial decisions and build long-term wealth. His journey into financial services began during his senior year at San Diego State University, where he was finishing a business degree and...
by Taylor Brown | Nov 7, 2025
About As Client Relations Director to Financial Advisor Jon Galvez, Kelly plays an essential role in supporting both the strategic and client-facing sides of the business. She ensures every client’s experience is seamless—organizing materials, scheduling...
by Taylor Brown | Nov 7, 2025
About Jon Galvez is a financial advisor who believes lasting financial progress begins with education, trust, and consistent action. He was first introduced to the Finance Industry by a family mentor—an experience that revealed how little most people, himself...
by Taylor Brown | Nov 7, 2025
About Lisa Gallo has been helping people make sense of their finances for more than 35 years. A Certified Financial Planner™ and a graduate of California State University, Hayward, with a degree in Business and Finance, Lisa combines decades of industry knowledge with...
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