For more than three decades, we have helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, we have dedicated our careers to delivering the personalized investment planning services that our clients and their families deserve.   We work with individuals, families, and businesses to provide integrated wealth management and planning services.  Integrity, objective advice, attention to detail, and unwavering concern for the well-being of our clients are the hallmarks of our client service model. 


~Partners in Your Journey~ 


Shannon T. Ryan, CFP®

Senior Vice President - Investments

Zelda K. Benson, CFP®, CRPC®

Managing Director - Investments
Certified Financial Planner



Manhattan Beach Pier, CA
Photo by Sandra Meyer