Broker Check


Gary W. Morris, Esq.


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...

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Wayne Williams

President & Wealth Manager

Growing up in Memphis, Tennessee I was an avid reader of adventure books and very active in sports. As a senior in high school, I received the outstanding athlete award. At the same time I was able to deliver the daily newspaper to...
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Gene De Young

Wealth Manager


Serving you in Arcadia & Glendora As a Wealth Manager, I have advised clients through two major market corrections; the Internet Bubble (2001) & Subprime Market Crisis (2008). With over 17 years of stock market experience, I am...
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John Almaguer, MBA AIF

John Almaguer received his Bachelor's degree in Business Administration from California Lutheran University in 1986 and Masters of Business Administration from Redlands University in 2001. After graduation, he accepted a commission in...
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Julie Shen

Financial Advisor

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...

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Jennifer Morris-Montes

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. ...

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Lynette Speight

Office Assistant



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...

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