THE TEAM

Nicholas Yrizarry

President and CEO

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

Read More

Melissa Wright, CFP®

Senior Wealth Advisor

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

Read More

Shannon Hurley

Director of Client Relations

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

Read More

Karie Evans

Director of Business Development

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

Read More

Marnie Barborka

Executive Assistant

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

Read More

Request an Appointment

We’d love to hear from you.

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