Get to know our leadership team

Leadership at the Anaheim office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Sanjay Patel

Sanjay Patel

Managing Director

Photo of Growth and Development Director Brian Papazian

Brian Papazian

Growth and Development Director

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.
Photo of Field Director Nikki Solis

Nikki Solis

ChFC®

Field Director

Photo of Financial Representative Nick Chretin

Nick Chretin

Financial Representative

Photo of Talent Acquisition Specialist Alyssa Avalos

Alyssa Avalos

Talent Acquisition Specialist

Get to know our advisors and representatives.