Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Registered as an independent California registered investment adviser (RIA) with 100 clients and $40,000,000 in assets under management (AUM).

Founded as a limited liability company (LLC) in December 2015 and previously operated as a sole-proprietorship, Robert Kelsey has been operating variations of our managed models as an investment advisory representative since the late 1990's.  Steve Hoppel joined the firm in mid-2015 to manage the customer relations and grow the assets of the firm.  Steve Hoppel has been managing customer relations in the financial industry since 2004.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.