Our Team

Meet Our Awesome Team

Our Work Force

Helen J. Abrego

President & CEO

Norman R. Tomlinson

Business Consultant

Rosemary R. Nixon

Support Manager

James R. Stack

Office Manager

Our Values

Integrity, Transparency, and Excellence. These three qualities are engrained in our companies core, serving as a guide for our day-to-day operations. We exist to serve you. Driving growth and excellence, one client at a time.

Our Mission

We’re here to make sure you get more than numbers in boxes. You deserve trusted advisors for your finances. Someone you know and trust so you can reach out with any questions you may have. 


What Clients Say