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

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management
  • Social security claiming strategies

We also can answer your questions, including:

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

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


G. Brad Fries, CFP ®, EA, CWS

Designated Registered Principal

(949) 679-4267

(949) 679-4287

Thirty-two years’ active portfolio management experience with twenty-eight years as an Investment Advisor Representative and Certified Financial Planner Professional. Twenty-two year’s offering tax preparation for...

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Mary K. Taylor, RSA

Administration, Marketing & Communications

(949) 679-4267

(949) 679-4287

Mary K Taylor is an accomplished professional. Her background includes 30 years of experience in sales, operations, recruiting, training and human resources. Former owner of a chain of women’s health clubs, and 2 image consulting...
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