The Planning Team

Together my team and I are fully committed to providing distinguished financial guidance and an interaction like no other. We tailor a plan specific to each and every one of our clients needs as well as their goals and aspirations and to what they view financial freedom to be.

Photo of Simran Zenaisha Kaur

Simran Zenaisha Kaur

Photo of Director of Operations Viridiana Gonzalez

Viridiana Gonzalez

Director of Operations

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Financial Advisor Josiah Coloma

Josiah Coloma

Financial Advisor

Photo of Founder & Wealth Management Advisor Morgan Earman

Morgan Earman

Founder & Wealth Management Advisor

Financial planning should be exhilarating and effortless. My mission is to obliterate the stress that often accompanies it and infuse a sense of joy as we realize your aspirations. With a lifelong passion for this career, I thrive on sharing my enthusiasm and meticulous approach with you, ensuring that each plan we create is a testament to dedication and precision.
Photo of Managing Director Amber Romo

Amber Romo

CLTC®, ChFC®

Managing Director

Planning for your financial future should be exciting. It is my job to eliminate any financial fear or uncertainty, so you can focus on what matters most to you. I partner with successful women, business owners, medical professionals and entertainment professionals to help with tax efficiency, risk mitigation, and wealth preservation.
Photo of Wealth Management Advisor Mark Wise

Mark Wise

CFP®, ChFC®, CASL®, AEP®, RICP®

Wealth Management Advisor