One of our greatest strengths is the comprehensive team that we have assembled to serve and support each client. We specialize in working with clients that desire a single point of contact for all of their financial matters. This approach is effective because we maintain a deep understanding and awareness of your entire financial picture to provide clarity and simplification in your financial life. 

 

RETIRED FINANCIAL ADVISOR

 
 
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KATHY ECKERSON

Ms. Eckerson has been in the financial industry for more than 25 years. Before founding her own business more than 15 years ago, she previously worked as a financial advisor in a major brokerage house and ran the investment offices of a major bank. Ms. Eckerson holds an MBA and MS (Finance, International Business) and is a graduate of the Morgan Stanley Dean Witter Graduate Estate Planning course.

Ms. Eckerson has also taught both graduate and undergraduate business courses at California State University, Fresno.