Your Needs Come First

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

Rob's Team

Rob Dorrestijn Lead Advisor

Maren Dorrestijn New Account Specialist

Gretchen Garlitos Executive Assistant

Alex's Team

Alex Roig Lead Advisor

Kevin Dorrestijn Executive Assistant

Nicole Roig New Account Specialist

Jack's Team

Jack Dorrestijn Insurance Professional

Kevin Dorrestijn Executive Assistant

Support Team

Heather Dorrestijn CEO and COO

Sami Carnes Marketing & Business Development

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.