Fresno, CA
Meet Our Advisory Team
Our Fresno Advisory Team
Colin Rowe
Relationship Manager
James Davenport, MBA
Partner, Managing Director
Josh Rummonds, JD
Wealth Advisor
Lauren Meixel
Director of Operations, Wealth Advisor
Nichole Diaz, MBA
Operations Manager
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Fresno team if we can be of service.