Our Team

Chris Taylor
CSA*, AIF**, CFBS***
Investment Advisor

As a trusted advisor, Chris works with individuals, families and business owners to help them understand the importance of developing a strategic, long-term financial plan. In order to accomplish this, he takes the time to understand their values and visions for the future.

Learn More
Damon Friedman
CFP®
Director of Operations

Damon's career began before graduating from San Diego State University with a Bachelor of Science degree in Finance in 2001. In May 1998, he started as an Administrative Assistant with Rendina Companies, a leading developer of healthcare real estate facilities.

Learn More