Associate Financial Advisors
Director of Wealth Management
Kaitlyn Plourde, CFP®
Kaitlyn is a graduate of the University of California, Los Angeles. From an operations standpoint, she ensures the office is running at optimum efficiency in manners relative to technology, marketing, planning and administration so we...
Julia is a graduate from the University of Arizona. She helps manage the insurance and investment divisions of Ira's business. Julia helps take new investment and insurance applications and helps guide clients through the underwriting...
Client Services Associate
Kelsey is a graduate from the University of California, Davis. Kelsey is the primary contact to schedule an appointment with any one of the team members. While helping new and existing clients with servicing, Kelsey also specializes in...