Associates

 
  • Thomas L. Davila II

    Thomas L. Davila II

    President / Wealth Advisor

  • Ruth Forehand, CFP ®

    Ruth Forehand, CFP ®

    Vice President / Wealth Advisor

  • Holly Hagle

    Holly Hagle

    Senior Vice President / Wealth Advisor

  • Harvey Lopez, CRC ®

    Harvey Lopez, CRC ®

    Vice President / Wealth Manager