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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

Jeff Reid color

JEFFREY
REID

BIZ DEV

Courtney Pachuta

EMILIA
SUGIYAMA

OPERATIONS

Lionel Adams

LIONEL
ADAMS

SALES

Bob
larsen

ESTATE PLANNING

COURTNEY
PACHUTA

EVENTS

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KRISTEN

GALELLO
EVENTS

Michael Pachuta

MICHAEL
PACHUTA

MARKETING

Joey Cusick Color

JOEY
CUSICK

ACCOUNTING

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mark
bitonio

EVENT COORDINATOR

mOYEZ KHAN
GRAPHIC & WEB DESIGNER

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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