Ryan Williamson, AIF®, CFP®, Principal
Principal & Founder
Leads investment research supporting asset management strategies. Complex college planning, CERTIFIED FINANCIAL PLANNER TM, Accredited Investment Fiduciary (AIF®)
Paul Fousek, AAMS®, AIF®, Principal
Principal & Founder
Leads retirement and estate plans, buy-sell agreements. Complex retirement planning, Accredited Asset Management Specialist (AAMS), Accredited Investment Fiduciary (AIF®)
Michelle's key function is to oversee the day to day operations for our clients to ensure a positive, efficient experience. She also directs our community awareness through local events and marketing.
John manages Operations for Paul Fousek. He serves as the main point of contact to clients, striving daily to fulfill all of the clients’ needs. John also provides excellent and detailed account management services
Jackie Malich, CFP®
Financial Planning Assistant
Jackie has been in the financial services industry since 2010. Jackie is passionate about financial planning and loves helping clients come up with solutions to financial questions, both big and small.
Gina has worked in the Financial Services industry since 2016. She grew up in the suburbs of Chicago and obtained her Bachelor’s Degree from University of Iowa. Gina also holds her life insurance license. She is passionate about...
Kelly has 4 years’ experience working in the financial services industry with a wide range of knowledge in administrative tasks. She strives to ensure every client interaction is a positive experience. Kelly enjoys spending time...
Los Angeles Office
Bruce I. Heymont, MPA, CFP®
Bruce has the financial and life experience to serve accomplished professionals, business owners and executives. He is a decision maker capable of acting decisively on behalf of his clients to assist them with major financial issues...
Barbara Abundiz, CFP®
Barbara has been affiliated with LPL Financial since 2008. She is a CERTIFIED FINANCIAL PLANNER™ professional. This designation comes with extensive training in financial planning, estate planning, insurance,...