Broker Check

Team

Our Wealth managers and team members are our most important assets. Also, we have a professional network of CPAs and attorneys to assist with advanced planning needs.

 

Terry L. Kerr

Wealth Manager

800.930.3642

[email protected]

With 20 years of experience, Terry specializes in Retirement and Estate Planning. He has much insight in the Energy Industry, having been a Public Affairs Manager during his long career with Southern California Edison. Terry and his...

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George E. Park III

Financial Consultant

800.930.3642

[email protected]

George earned a BS degree in accounting/finance from Simpson University, Redding California. After graduating, he moved to Southern California to pursue a career in the world of finance. He resides in Anaheim and enjoys travelling,...

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Victoria Park

Office Manager

800.930.3642

[email protected]

Victoria is an alumni from William Jessup University with a BS in Business with an emphasis on Marketing. She loves spending her time going to baseball games, Disneyland, and doing puzzles. Her favorite quote is “I alone cannot...

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