Meet the team
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Aditya Khatri
Financial Professional
Cecilie Sanchez
President
Daniel Baker
Financial Professional
Timothy Trevino
Business Coordinator
CONTACT US Meet our team
We work with you to design a comprehensive, personalized financial planning strategy that fits your goals today and your vision of tomorrow.