Your Needs Come First
Our professionals bring a wealth of expertise in retirement planning to help ensure your financial well-being.
Rob and His Team
Jack and His Team
Jack Dorrestjin Lead Advisor
Kathy McAnear Executive Assistant
Tax Team
Support Team
Heather Dorrestijn CEO and COO
Sami Carnes Business Development Coordinator
Liz Ruiz Administrative Assistant
Alex Roig Estate Planning Attorney
Ready to Put Our Shield to Work for You?
Contact us today to schedule your complimentary consultation and start fitting together the pieces of a beautiful retirement picture.