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    WEST COVINA

    Together We Do More for You

    Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals. We serve thousands of clients all over Southern California, but also across the U.S. too. We use Zoom technology to work with those clients out of state.
    Denver - Team
    We have more than 15 years of experience working with the SmartVestor program. Contact our office to get started on your investing plan.

    Meet Your Financial Team

    Dave Ramsey WC

    JOSEPH SIRGY, CFP®

    VP OF WEALTH MANAGEMENT
    jeffrey hackbarth

    JEFFREY HACKBARTH, CFP®

    SENIOR VP OF WEALTH MANAGEMENT
    perry johnson

    PERRY JOHNSON III, AIF®

    VP OF WEALTH MANAGEMENT
    Julie Foong

    JULIE FOONG

    WEALTH ADVISOR
    Claudia Lin

    CLAUDIA LIN

    WEALTH ADVISOR
    Justin Tyrrell

    JUSTIN TYRRELL

    WEALTH ADVISOR
    edmundo alvarado

    EDMUNDO ALVARADO

    WEALTH ADVISOR
    gabriel deluna

    GABRIEL DELUNA

    WEALTH ADVISOR

    Contact Us

    1000 Lakes Dr. #325 West Covina, CA 91790 | Office: (626) 918-5670

    *The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
    Call Us To Get Started. (844) 356-4934