Our Team

So what makes us different?

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We bring to the table diverse backgrounds, experience and knowledge to create unique solutions.  And while no one can tell you what financial success means for you, by knowing your unique dreams, desires and needs we can keep your definition of it in the forefront of our minds.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Ready? Get Started!

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

contact_us@fin-security.com   |  818-344-7177 | 619-294-8400