Our Team

TEAM & CULTURE

Dedicated, Professional Consultants

Over 30 years experience consulting businesses worldwide, our team and culture will deliver

LEADERSHIP TEAM

Mike-McCurdy

209-663-7984

Mike McCurdy

Senior Advisor

Casey-McCurdy

209-406-7757

Casey McCurdy

Field Vice President

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Joseph Ryan

Advisor

Shaun-Clearwater-200

916-712-9669

Shaun Clearwater

Chief Executive Officer

Drew-McCurdy

209-570-0441

Drew McCurdy

Field Vice President

Mark Southon

925-557-6256

Mark Southon

Financial Advisor

DJones

"D'Angelo Jones

Advisor

Jessica-Clearwater

Jessica Clearwater

Director of Client Relations

For Complete Bio

Bob-Rothenbuehler-400

Bob Rothenbuehler

Financial Strategist