Relationships

We draw from the collective experience of our team and our network of professionals in related industries.

Founding Principal

Jeff La Bri CFP®, CLU®, MBA

Specializes in custom designed wealth management strategies and coordination of advanced estate planning.  Licensed as a Certified Financial Planner™ Professional, Chartered Life Insurance Underwriter, Jeff earned a Bachelor in Science in Electrical Engineering from the University of Wisconsin and he also earned his MBA from Marquette University. CA Insurance License #0G90660.

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