Broker Check



Courtney Garner, CFP®

Director of Financial Planning

Jessi Ayrer

Director of Operations

Michelle Harris
Executive Assistant

Michelle is a highly dedicated and organized individual, with a creative passion and genuine smile...

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Scott C. Harris, AIF® 
Founder & Owner
Investment Advisor Representative
CA Insurance License #0B19658

Scott holds the designation of Accredited Investment Fiduciary (AIF®)...

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