Our Profile
Our focus is on building great relationships with our clients. We do this by taking the necessary time to listen to their concerns and to ask well designed questions to get to the heart of what they want their money to do for them. Once we thoroughly understand their personal situation, where they have been, where they are now and where they would like to go, we work together through our systematic process to craft an individual solution to best help them achieve their goals. The bottom-line is that we believe that great communication is the key to a successful and satisfying relationship with each of our clients.
As successful professionals, we have learned that our time is best spent doing what we do best and partnering with other professionals who we trust and respect. A good professional relationship can remove the guesswork, improve results and expedite progress while eliminating emotional obstacles which often creates unnecessary challenges.
Therefore, our true value as your Financial Advisors is to become a sounding board where you can openly discuss the challenges and issues you are facing, where you’ll feel comfortable exploring new opportunities and potential solutions. While we can’t raise your families, we can help reduce stress, minimize emotions and guide you to a more prosperous future.
Meet Our Team
Eric Andersen
Vice President | Financial Advisor
Richard Andersen
Senior Vice President | Financial Advisor
Sandra A. Padilla
Assistant Vice President | Senior Client Specialist