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Meet the Team

Your Best Interests Will Always Come First

Our team of qualified financial advisors and wealth managers is experienced in helping clients navigate the complexities of planning and saving for retirement. Our advisors carry a fiduciary responsibility to always act in their clients’ best interests.

Our Team of Trusted Financial Professionals

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Michael Eastham, CPA PFS
Founder & President
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Vickie Eastham
HR & Administration
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Nicole Mariani
Office Manager/ Client Liaison
Jill Kalia - NEW
Jill Kalia, CPA
Tax Specialist/Accounting Partner
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Robin Dobson
Client Liaison
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Lisa Michaelson, CFP
Associate Wealth Advisor
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Jill “JJ” Lavoie
Administrative Assistant
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Joshua Eastham
Operations Specialist
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Nicole Matus
Marketing & Business Development Specialist
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Aurelio Caraballo
Staff Accountant
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Emily Kelley
Junior Accountant
Kenny Galvez - FINAL
Kenny Galvez
Tax Manager
Melanie Vallejo - FINAL
Melanie Vallejo
New Business Processor

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