Broker Check

We Stay Focused on Market Trends, so You Don't Have To

2

Consultants

35

Years of experience

2

Local Offices

Meet Our Team

Wayne Hurley

Wayne Hurley

Financial Advisor - Insurance Broker

909-596-8100 x929

909-596-8120

Angela Portugal

Angela Portugal

Investment Support Services - Executive Assistant To Scott Morley

909-596-8100 x264

909-596-8120

Kim Galli

Kim Galli

Office Manager - Health Insurance Specialist - Insurance Broker

909-596-8100 x546

909-596-8120

Rachel Gardener

Rachel Gardener

Administrative Assistant - Insurance

909-596-8100 x722

909-596-8120

Vicki Picazo

Vicki Picazo

Administrative Assistant

909-596-8100 x842

909-596-8120

Manage Your Money with Confidence

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

...And
More!

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