Our People
Alexis Arch
Administrative Assistant
With over eight years of experience in administration, Alexis excels at managing day-to-day operations and keeping things running smoothly. She brings a strong focus on accuracy and efficiency to every task, ensuring everything gets...
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Blake Rose, CFP ®
Blake Rose, CFP® has been in the financial planning business for over 27 years. He has a BA degree in finance from California State University Fullerton. Blake received his Certified Financial Planner® designation in 2004....