Meet the Team

When you partner with us, we become an extension of your family, prepared to support you through every season of life. Our highly educated team members have ample experience helping people make the most of their success, and we work together to provide cohesive, comprehensive care for your financial world.

Ashley N. Ethridge

Founder

Tori Knowlton

Director of Administration,

Client Services

John A Henry

Financial Professional

Liberty Rodriguez

Administrative Associate

New Accounts Manager

“Whatever you do, work at it with all your heart, as working for the Lord, not for human masters, since you know that you will receive an inheritance from the Lord as a reward. It is the Lord Christ you are serving.”

Colossians 3:23

Locations

801 N Brand Blvd Suite 1400
Glendale, CA 91203

888 San Clemente Dr Suite 250
Newport Beach, CA 92660

Contact

Office: (626)999-1075