Your Needs Come First

Our professionals bring a wealth of knowledge in retirement planning to help ensure your financial well-being.

Rob and His Team

Rob Dorrestijn Lead Advisor

Maren Mullaly Operations Specialist

Lori Esparza Executive Assistant

Jack and His Team

Jack Dorrestjin Lead Advisor

Kathy McAnear Executive Assistant

Support Team

Heather Dorrestijn CEO and COO

Sami Carnes Business Development Coordinator

Liz Ruiz Administrative Assistant

Amber & Rojo

Ready to Put Our Shield to Work for You?

Contact us today to schedule your complimentary consultation and start fitting together the pieces of a beautiful retirement picture.