Your Personal Financial Advising Team

Chad Schiel

Comprehensive Wealth Manager
Fiduciary Financial Advisor

Brijette Cullinan

Office Administrator

Carol Waters

Office Administrator

Robert Hill

Business Advisory Consultant

Our Passion

Feeding the Hungry and Malnourished

Twice per year we host meal packing events where we package enough meals to feed 160 children for a full calendar year. These meals have gone to parts of Africa and South America.  

Our Hope Zone in Ecuador

In July 2022, through the outreach of our meal packing events we were made aware of a "hope zone" needing adoption in Santa Rosa, Ecuador. We currently have 126 children enrolled and receiving the meals we pack. The children also receive weekly KIDStory, and we built them their first playground in June 2024.

Other Resources

Press and Awards

We have been blessed to be featured on CNBC's Power Lunch, in the OC Register and Orange Coast Magazine as the Top 3% of Investment Firms/Wealth Managers in Orange County, CA. Learn More.

Investment Blog

Our blog and forward-thinking page is jam packed with great educational content. All content is provided free of charge. See It Here.

Newsletters and White Papers

Additional educational resources like monthly newsletters and white papers from some of the leading minds in the investment industry can be found by Clicking Here.