Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
VINCENT DEL FRANCO, RICP®, ChFEBC ℠, is an experienced and disciplined financial professional who has spent over 25 years providing sound financial guidance to individuals, families & business owners with a wide range of financial...
Charles Pettit, Chartered Financial Consultant® is an experienced and disciplined financial professional who has spent over 23 years providing sound financial guidance to individuals, families & business owners with a wide range of...
Angela has been helping families reach their financial goals and dreams for over 10 years. Angela’s passionate commitment to work with families got its start with a previous career in nursing.
Leong is a graduate of Hawaii Pacific University where he earned his MBA in Marketing. After graduation, he worked several years at a multinational company in the Asia Pacific region.
As a 4th generation business owner, Mark Mollon has a passion for both entrepreneurship and educating individuals with the knowledge to create a legacy of financial security from one generation to the next. Mark is the co-founder of...
George Henderson, has over 40 years of financial leadership and retirement planning experience and has worked in both the government and private sectors, having spent 25 years in service with the federal government. George is a retired...
Nefty N. Mendiola was born in Manila Philippines, and raised by his parent’s whom are both entrepreneurs. Searching for a better life, His Family decided that America would provide a greater future. In 1982, they relocated to...
Brittany assists with client relations and coordinates LifeTyme’s extensive workshop, seminar and client consultation schedule for the Phoenix office. Her duties extend to marketing and advertising as well as providing a warm...
Hieu Luong is a proud United States Citizen who immigrated from Vietnam at the age of 16. He is a strong believer in the American Dream of working hard and providing a better future for his children. He has over twenty years in...
Linda Daniels, MS, EA, ChFEBC℠ is an experienced and disciplined financial professional who provides sound financial guidance to individuals, families & business owners with a wide range of financial needs. She has a very unique...
Mike has enjoyed working to help families, individuals, and businesses reach their financial goals for over 15 years. We realize that everyone has their own unique set of circumstances therefore we don't take a one-size-fits-all...