We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

As financial professionals, we can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Teri Thorson

Office Manager



Teri, Tom’s wife, serves as Human Resource Manager. She is responsible for the bookkeeping, payroll and overall flow operations of our office. In her free time she enjoys gardening, reading, traveling, and most importantly spending time with her grandchildren.

Dani Gordon

Client Service Coordinator



Dani is our first point of contact in the reception area.  She coordinates all our upcoming Social Security & Medicare classes, and scheduling of clients needs.  In her spare time she enjoys the outdoors especially the coast.

Theresa Portillo

Administrative Assistant



Theresa processes all our clients withdraws, transfers of funds in the most professional and prompt service one can expect and deserves.  In her spare time she enjoys home renovations and gardening.