255 East Santa Clara Street
Gary W. Morris, Esq. is an alumnus of Point Loma Nazarene University and received his juris doctor from the Loyola University School of Law. He received honors from the State of California by way of Assembly Resolution, the City of Los...
President & Wealth Manager
Ms. Shen brings a wealth of experience and knowledge to her role as a financial advisor, her diverse background and training enables her to help clients address their long-term financial goals through comprehensive, individualized...
Senior Client Services Manager
As a Senior Client Service Manager, Jennifer's responsibilities include managing the day-to-day, assisting clients, preparing paperwork and following up on your transactions as you move through the financial planning process. ...
Lynette joined the PAS family in May 2018 at a crucial transition period. Her attitude & desire to learn has been an asset as we are moving forward. We are fortunate to have her many years of experience in customer service and other...