Our Team

Our Team

We bring a team approach to service and are committed to delivering an experience that is positive and unexpected for our advisors and our clients. Meet our team.

Philip Board

Philip A. Board MSFS, CFS
President & CEO
Upland, CA

909-949-2917

[email protected]

Tony Nori

Tony Nori, CEPA, RFC
Financial Planner & Director of Branch Development
McKinney, TX

[email protected]

David Espinosa

David Espinosa
Financial Advisor
Upland, CA

909-949-2917

[email protected]

Ernest J. Reyes

Ernest J. Reyes
Financial Advisor
Covina, CA

626-276-7067

[email protected]

Isahi "Mia" Guerrero

Isahi "Mia" Guerrero
Director of Operations

909-949-2917

[email protected]

Leslie Coulson

Leslie Coulson
Director of Marketing for 1on1 Financial &
Chief Operations Officer for Medi-cal Benefits

909-949-2917

[email protected]

Rachel Shaw

Rachel Shaw
Relationship Manager

909-949-2917

[email protected]

Alina Leon

Alina Leon
Client Account Specialist

909-949-2917

[email protected]

Karen Putman

Karen Putman
Administrative Assistant
McKinney, TX

[email protected]

Kurt Moseley

Kurt Moseley
Financial Planner

909-949-2917

[email protected]

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