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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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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Pegah Ghorbani

Operations Specialist

Pegah leads our Operations team, working directly with clients on account maintenance.

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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