Contact Us

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26650 The Old Road
Valencia, CA, 91381
United States

800-550-1095

Our Team

 

MEET OUR TEAM

We are a team of thoughtful and caring financial professionals passionate about helping our clients become successful investors.  Each of us has a compelling story we’d like to share with you.  Please take a moment to get to know us a little better.  Click on any team member for their bio and background.

Robert A. Gravette President LinkedIn

Robert A. Gravette
President

LinkedIn

Zachary P. Herbert, CFA Chief Investment Officer LinkedIn

Zachary P. Herbert, CFA
Chief Investment Officer

LinkedIn

Jason O. Stauffer, CPA Director of Operations LinkedIn

Jason O. Stauffer, CPA
Director of Operations

LinkedIn

Rose R. Smith Administrative Assistant LinkedIn

Rose R. Smith
Administrative Assistant

LinkedIn

Amy Dinsmoor Client Services Administrator LinkedIn

Amy Dinsmoor
Client Services Administrator

LinkedIn