Our Team

We work to help you enjoy life by removing your stress about money.

• 

  Chad Willardson, AWMA®, CRPC®

  President, Founder  
• 

  Cori Beth Parks, WMS℠, CCSP

  Client Service Director  
• 

  Josh Coniglio, CFP®

  Director of Financial Planning  
• 

  Darin Tuttle, AIF®

  Director of Investment Strategy
• 

  Katie Reynosa, CCEP

  Client Experience Director  
• 

  Amy Hernandez, CCEP

  Client Service Director
• 

  Trevor Twitchell, CRPC®

  Private Wealth Advisor  
• 

  Donna Wright

  Client Advisor
• 

  Adam Reyna

  Client Advisor
• 

  Ammon Tuimaualuga

  Client Advisor  
• 

  Vivian Liu

  Client Advisor  
• 

  Kevin Crawford

  Client Advisor
• 

  Josh Giles

  Client Advisor
• 

  Jesse Huerta

  Client Advisor
• 

  David Tietjen

  Client Advisor
• 

  Irfan Dokovic

  Client Advisor
• 

  Noah Schmidt

  Client Advisor