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Team

 

Bernard L. Smit, ChFC, CLU, CFP®

Investment Advisor Representative—Firm Principal | Recognized in 2017 by the Financial Times as one of the nation's 400 Top Financial Advisors

925-280-1800 x102

“I am very direct with my clients in seeking to really understand their aspirations for their funds and what their motivations are for working with me.”...

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Damien S. Couture, CFP®, ChFC

Investment Advisor Representative—Firm Principal

925-280-1800 x101

“I combine customized financial solutions with sound money management to help my clients prepare for retirement and to stay retired.”...

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“What I enjoy most about my job is that I am able to propose to clients a variety of strategies. I do the research and explain the alternatives and my clients select the approach that they are most comfortable with.”...

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Don joined the firm to support the Financial Advisors in developing financial plans and doing investment research for the clients of our growing practice...

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Rebecca supports the Financial Advisors in all aspects, including client relations, account preparation, transaction assistance, and account monitoring...

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Paula Croskey

Long Term Care Specialist

925-280-1800

www.CroskeyLTCPro.comPaula’s philosophy of a financial plan consists of three components – Protection, Accumulation and Retirement. A financial plan should provide a way to protect one’s family and provide a way to keep the family’s...

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Mary-Catherine brings several years of experience in the financial industry to our team. She started her financial career at CitiFinancial in 2007 and went on to work for the nation’s largest independent broker-dealer, LPL Financial,...

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Katie is the Client Service Liaison at Walnut Creek Wealth Management. She strives to provide excellent service to clients while supporting three successful financial advisors. Katie is a graduate of Mississippi State University where...

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Frank Martin-Vegue

Investment Advisor Representative

925-280-1800 x108

925-280-1801

"There are few rewards in life greater than helping others, and I feel blessed with the opportunities to help clients plan for and achieve their most important financial goals. While there are usually a few challenges along the way as...

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