Managing Partners

You deserve to know that you matter and what you’re striving for is achievable with disciplined, tactical strategies, and a dedicated team of advisors who are committed to you and your future. To us, being your advisor is more than just managing your wealth, it’s being your confidant and constant pillar of sound advice throughout every stage of your life. 

<strong>Sathya Chey<br/></strong>CFP<sup><span>&#174;</span></sup>, CDFA<sup><span>&#174;</span></sup>, CSRIC<sup><span>&#174;</span></sup>, AIF<sup><span>&#174;</span></sup> MBA

Sathya Chey
CFP®, CDFA®, CSRIC®, AIF® MBA

Managing Partner, Wealth Advisor

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<strong>Steve Carlsen<br/></strong>CSRIC<span><sup>&#174;</sup>&#160;</span>

Steve Carlsen
CSRIC® 

Managing Partner, Wealth Advisor

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The Administrative Team


<b>Pam Dickson<span>&#160;</span></b>

Pam Dickson 

Senior Client Associate 

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<b>Kathy Holcomb<span>&#160;</span></b>

Kathy Holcomb 

Senior Client Associate 

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Alex Escobedo

Alex Escobedo

Financial Services Intern

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Our Extended Team

Kara Bautch

Kara Bautch

Sr. Marketing Consultant

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Kevin Nguyen

Kevin Nguyen

Administrative Assistant

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LET&#8217;S GET STARTED

LET’S GET STARTED