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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
Shaun-Clearwater-200
916-712-9669

Shaun Clearwater

Chief Executive Officer
Drew-McCurdy
209-570-0441

Drew McCurdy

Field Vice President
DJones

"D'Angelo Jones

Advisor
Jessica-Clearwater

Jessica Clearwater

Director of Client Relations
Bob-Rothenbuehler-400

Bob Rothenbuehler

Financial Strategist
Clifford-Wright Headshot

Clifford E. Wright

Investment Advisor Representative

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