Meet Your Team
Cameron Valadez, CFP®, CPFA, AWMA®Partner, CERTIFIED FINANCIAL PLANNER™ Learn More
Benjamin Guizlo, AWMA®Partner, Wealth Advisor Learn More
Stephanie MilnerClient Relationship Manager Learn More
Blake SmithWealth Advisor Learn More
Other Potential Members of Your Team
When included as a part of your team of professionals, you can expect us to mimic the role of the
quarterback. We work with you (the head coach) to design the financial puzzle you desire, and we
execute your game plan to make it a reality.
Your game plan will involve various aspects of your life and will typically require other professionals to
make recommendations and execute their part. We collaborate and collect feedback from other
professionals such as:
P&C Insurance Agents
*If we don’t know an appropriate solution to a specific problem or situation, we will bring in other
professionals from our bench for additional advice and expertise.
ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.