Experience

Les, a Senior Vice President is in his 33rd year of providing professional financial advice. Over the years, his business has migrated towards affluent business owners, multigenerational families, and top-level corporate executives. His focus on the importance of relationship and the health of his clients overall personal financial affairs has led to lifelong partnerships. Les' self-made title of Thinker, Value Creator is right on target. His creativity and countertrend thinking differentiates him in the industry and goes a long way towards his goal of helping others get what they want.

In his spare time, Les is a competitive cyclist, adventure moto-rider, serves in his church, and enjoys spending quality time with his family and those he cares most about.

Les is a life-long entrepreneur-- He spent 20 years in The Strategic Coach program, a business coaching program for growth-minded entrepreneurs run by entrepreneurs for entrepreneurs. His experience in the program contributed to his success running his own financial advisory and planning practice for almost 20 years, and uniquely qualifies him and his team to work with and help other successful business owners. 

Noah began his career in the financial industry after graduating from Westmont College in Santa Barbara, California.

He has a passion on educating and helping individuals and families achieve their financial goals and secure their future. He focuses on building lasting relationships and personalized guidance to clients in all stages of life, especially the next generation of investors-- helping them navigate the complexities of managing inherited wealth with the goal of long term growth. 

He is an active member of his church, enjoys coffee, reading, spending time with his family-- especially his wife Amber and Italian Greyhound, Arlo.