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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We can help you create an approach that is designed to address your individual situation.


Deborah R Frankel

Private Wealth Consultant

(805) 380-4386


Deborah brings with her over 40 years of experience in both the business and financial industries..

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Elena Tucker

Lead Office Manager

(805) 496-0988

Elena is our lead office manager that handles multi tasking like no other person.Her ability to follow up to get tasks done quickly and efficiently has helped us continue to service our clients with the utmost quality as if each client...

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Heather Kredell

Administrative Assistant

(805) 496-0988

Heather's spirit and understanding adds another layer of the professional, upbeat friendly atmosphere that we have created in our office. Her understanding of detail and efficiency makes no task too big for Heather and we...

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