Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Hilary Pluemer

Practice Management Director

Hilary works to create efficiencies and refine the processes of our practice to help us continually raise the level of service we provide. In her role, she has oversight on all business services and resources we may need as a firm. In...

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Katie Mohan

Marketing Director

Katie works to provide marketing support to our team, including social media help, print and design support, project management and event design. Additionally, she serves as a liaison and expert on available third-party marketing...
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LeAnn Gaspar

Director of Client Services

LeAnn is a graduate of Azusa Pacific University with a degree in Human Development. She began her career in financial services in 2021, where she served as Wealth Management Client Associate at Merrill Lynch. In 2023, LeAnn joined...
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Marco Galvan

Technology Director

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Matthew Gaspar, MBA, CEPA ®

President and Sr. Financial Advisor

Matt began his career in wealth management in 2010, where he served as a Financial Advisor with Merrill Lynch for 13 years. Since his career began, he has been recognized by Forbes as a "Best-in-State Wealth Advisor" as well as a...

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Paul Keeton

VP - Advisory Solutions

Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions. By focusing on advisory specifically for the independent business owner, he brings a renewed approach towards...
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Wes Shindler

Compliance Director

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