For Confidence in Your Future

CONNECT

Address:

307 Main Street, Suite 300
Salinas, CA 93901

Phone:

(831) 422-4910

Our Team

 
  • Bill Hastie, MBA, AIFA®, C(K)P®, CPFA

    Managing Partner, Registered Principal

  • Haley Hitchman, AIF®, CPFA

    Partner, Financial Advisor

  • Marisa Ikstrums

    Operations Coordinator

  • Alexandria Heath

    Client Relationship Manager

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