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Meet Our Team

We’re moms, dads, sons and daughters. We’re passionate about our work and motivated by our personal pursuits. Simply put, we’re a lot like you.

Our financial planning and investment advisory team: from left, Jim Mailliard, Mike Larriva, Mike McCann, Shannon Curkendoll, Patrick Eng, Lupe Camargo.  

Having many seasoned professionals within our office creates a broad pool of knowledge and increased perspective. Each of us has unique talents and specific functions that come together to provide our clients with broad-based, high-quality, personalized service. Collectively, our firm’s professional designations, accreditations, affiliations and education include:

  • Accredited Investment Fiduciary®
  • Certified Financial Planner™
  • Financial Planners Association
  • National Association of Personal Financial Advisors
  • Master of Business Administration
  • Master of International Management