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Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Douglas Jones, CLU®

Chartered Financial Consultant®

800-729-6344 x208

My passion is working with clients who want guidance understanding the complex world of creating and preserving wealth, and who want to make better decisions about money. Our firm has many resources for clients to call upon. Today more...

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Melissa Shaw CFP®


800-729-6344 x204

I enjoy teaching people about “The Money Game”. It’s fun to help people make better decisions about money. People do want help understanding how the game is played. I believe that a husband and wife run their...

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Christopher (Chris) Jones

Administrative Assistant

949-699-1660 x200

I am a graduate of the University of California, Merced with a Bachelor's Degree in Management & Business Economics and minor in Professional Writing. During my time there I competed in four years of collegiate cross country, a...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.