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About Us

To read full bios of our team, click on our people below:

Darren Sugiyama Color

DARREN
SUGIYAMA
CEO

Kelly Stone Color

KELLY
STONE
LOANS

Michael Pachuta
Jeff Reid color

JEFFREY
REID
BIZ DEV

MICHAEL
PACHUTA
MARKETING

Courtney Pachuta

EMILIA
SUGIYAMA
OPERATIONS

Lionel Adams

LIONEL
ADAMS
SALES

Bob
larsen
ESTATE PLANNING

Joey Cusick Color

COURTNEY
PACHUTA
EVENTS

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KRISTEN

GALELLO
EVENTS

JOEY
CUSICK
ACCOUNTING

our affiliates
& resource partners

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MEMBER

MEMBER

MEMBER

BOARD MEMBER

what people say about DOING BUSINESS WITH US

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e Newsletter For Advisors

Contact Us

To contact us, you may either call our office at (949) 398-0088, or click the button below to tell us a little about yourself and we will schedule a private Zoom call with one of our principals.

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