A Team That Cares
Experience the
Power of our Services
Our team of experienced and reliable investment advisors has a thorough understanding of market dynamics and investment management, and a successful track record of helping clients build and manage wealth. Our staff comprises a rich diversity of backgrounds, education, and experience - which provides a range of perspectives for our clients to draw on. No one strategy works for everyone, which is why each client gets our full attention, from planning, to strategy, to execution.
We’re passionate about helping people prepare for the future
Meet the Team
Our team consists of an experienced group of talented and dedicated financial professionals and specialists with a passion for helping clients achieve financial security and independence.
Stephen Engro
President, Advisor, CCO
Mark Diamond
Advisor, SVP
Brandon K. Sherbert
Advisor, COO
Oliver Matison
Financial Planner Associate
August 'Gus' Payne
Advisor
Kasem Abdullah
Advisor
Melissa Wheeler
Director of Operations
Andrea Oglesby
Director of Client Services - Team Lead
Keyla Crevier
Senior Client Services
Emily Chapa
Client Services
Bradley Duncan
Investment Operations Specialist
Andy Rogers
Client Experience Specialist
Steven Williams
Operations & Technology Specialist
Bob Moses
Chartered Financial Consultant
Alice Yoder
Director of Client Services
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS or Beacon Financial Group. Beacon Financial Group is affiliated with Kestra IS and Kestra AS.