Advisors
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Tina Mistry, CFP®
President/CEO & Senior Financial Advisor
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AJ Flores, CFP®
Lead Financial Advisor
Our Team
Get to Know us
We are committed to guiding you toward your financial goals with expertise and care. Get to know the faces behind our firm, each with a passion for helping you achieve financial success.
Awards & Recognition
We are honored to be recognized as a 3rd Place Winner in The Fresno Bee’s Best of Central California competition — The People’s Choice. We received this award in two categories: Wealth Management and Financial Planner. Thank you to our clients and community for your continued support and trust.
Client Services & Operations
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McKade Gleason
Paraplanner & Client Services Associate
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Jessica Woods
Client Services Manager & Compliance Associate
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Andrew Boungnavong
Marketing Director
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Remy
Chief Morale Officer (CMO)
For more information on the CERTIFIED FINANCIAL PLANNERTM credential, please see our Disclosures page. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.