Nicholas Yrizarry

President and CEO

Nicholas is our lead Financial Advisor, conducting one-on-one meetings, client reviews and recommendations, education, and enrollment.

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Melissa Wright, CFP®

Senior Wealth Advisor

Melissa is our lead Financial Planner, designing client financial plans, budgeting, plan assessment and vendor selection.

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Shannon Hurley

Director of Client Relations

Shannon works directly with clients, coordinating virtual and in-person client events, overseeing and managing the office.

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Karie Evans

Director of Business Development

Karie leads our business development team, marketing, and onboarding new clients to the firm.

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Marnie Barborka

Executive Assistant

Marnie works with clients coordinating reviews, answering questions and office assistance.

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24031 El Toro Road, Suite 210
Laguna Hills, CA 92653