About Us

our company mission

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Who We Are

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Meet Our Advisors

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Dave Samuels CFP®, CLU®

Dave has been offering his clients unbiased investment advice and analysis, based on the experience and knowledge gained through his 25-plus years in the financial services industry.

Devin MacKie CFP®

Devin understands that no matter what phase of life you’re in, everyone has unique financial needs and he enjoys guiding clients through the financial planning and investment process.

Eleonora Tomasello CFP®

Eleonora has over 20 years of experience in corporate finance, having held key positions in financial management and operations for leading Silicon Valley high tech companies.

Years of
Experiences

Professional
Advisors

news cases
every years

Registered
Cases

Advisory Services offered through KMS Financial Services, Inc. an SEC registered investment adviser.