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Christopher Owen and Michael Velzo have earned the Accredited Investment Fiduciary (AIF®) Designation. Attainment of the AIF® Designation demonstrates understanding of the Prudent Practices® and methodology.

Insurance Licensed in California:

Christopher Owen AIF®/ CA Insurance #0G62903

Ryan Sittauer / CA Insurance #0F69305

Derek Wyllie / CA / CA Insurance #0747962

Michael Velzo, AIF® / CA Insurance #0L74916

William Vlahos / CA Insurance #4083914

Ashley Macedo / CA Insurance #4353662

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