Meet The Team

With our team's experience, training and knowledge of financial products and services, you will receive meaningful advice and a personalized strategy that reflects your story, your values and what you’re planning for.

Evan Press CFP^®,^{RICP^®}

Managing Partner

818-632-3826

Gary Hersch, CFP^®

CERTIFIED FINANCIAL PLANNER™ professional

James Frame

Financial Advisor

Marshall Lefferts

Director of Field Operations

214-914-7681

Maurice "Mo" Gelfo

Founder and Managing Partner

818-439-2766

^{CONTACT US}Ready to contact us?

We work with you to design a comprehensive, personalized financial planning strategy that fits your goals today and your vision of tomorrow.

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