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 team is your team. We’re in this together, and your success is our success.
Pictured from left: Jacob Cavaleri, Lupe Camargo, Jim Mailliard, Patrick Eng, Mike McCann, Shannon Curkendoll, Mike Larriva
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 Planning Association
- Master of Business Administration
- Master of International Management
Get to Know Us
Mike McCann, CFP®, AIF®
President/Founder, Financial Planner
Shannon Curkendoll
Ops Mgr/Portfolio Admin
Jacob Cavaleri
Associate Financial Planner
Mike Larriva, CFP®
Financial Planner
Lupe Camargo, CFP®, MBA, Financial Planner
Jim Mailliard
Financial Planner
Patrick Eng
Financial Planner