Meet the Team

Meet The Team

Our philosophy is rooted in empowering clients to pursue their financial goals with clarity, confidence, and purpose. Similarly, our mission is to provide personalized, stewardship-driven financial strategies that help individuals, families, and businesses grow their wealth, navigate life transitions, and build lasting legacies.

Caleb Jenkins

Caleb Jenkins, EA, CQP

Business Advisor & Financial Advisor Assistant

Julie Thomas

Julie Thomas

Administrative Assistant

Melissa King

Melissa King

Administrative Assistant

Nickie Alvernaz

Nickie Alvernaz

Front-Desk Administrative Assistant

Nicole Alberto

Nicole Alberto

Adminstrative Assistant

Randy Jenkins

Randy Jenkins, EA, CFS, CSA

Financial Advisor & Chief Visionary Officer