Our Firm

Dwight has been in wealth management and financial services industry since 1997. His main focus is helping his clients retire with increased confidence. He has worked closely with Boeing and Sempra employees for the last 11 years and worked in banks and credit unions for the last 20 years. Dwight decided that he needs to take his client service to the next level. By opening his own wealth management office, he can dedicate his time and effort that his clients need and deserve.