Broker Check

Our Team

Don R. Martin, CFP® 

Family Officer

Don Martin carries more than 25 years of experience in the financial services industry. Using his deep industry knowledge and personal values-based approach, Don leads his client families along the path to a secure, successful, and...

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James Stephens

Estate Planning

Attorney at Law James D. Stephens is designated by the California State Bar Board of Legal Specialization as a Certified Specialist in Estate Planning, Probate and Trust Law. He is a member of the Trusts & Estates section of the...

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Lindsay Leimbach

Personal Leadership Coaching

Lindsay Leimbach, has more than 27 years of teaching and speaking experience. Formally, Lindsay Leimbach was the Head Director of a special education school working with severely emotionally challenged individuals and their families....

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John Kelly

Risk Management & Insurance Solutions

John has more than 30 years of industry experience and earned the Chartered Financial Consultant designation specializing in insurance and risk management. He identifies key areas of risk that could disrupt a family’s financial...

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