Our group of dedicated professionals share the common goal of providing you with extensive expertise, sound judgment, personalized service, and comfort level you need to confidently pursue your financial goals.
Joanne D. Astle
Joanne graduated from the University of Southern California with a degree in finance. She has been a financial advisor for more than 30 years. She is also a former financial commentator for CBS in Los Angeles, FNN (predecessor to CNBC), and The Business Channel.
S. Michael Astle
Mike graduated from the University of Vermont and has had an extensive career in the financial services industry. His experience as a financial advisor, multiple branch manager, and expert witness in securities arbitration matters is invaluable.
Nicholas Astle CFP®, MBA
Nick has completed his CERTIFIED FINANCIAL PLANNERTM practitioner education with Northwestern, has an MBA from the University of Colorado, and an undergraduate degree in Business from Loyola Marymount University. He is a keen observer of market trends and technology. When he's not following the market, he's following his favorite sports teams.