Meet Your Personal Guides to Financial Success
Take Your First Steps Today!Meet Your Personal Guides to Financial Success
Our advisors combine more than 175 years of financial experience to help get you where you need to go.
Meet Your Leadership Team
Meet Your Leadership Team

Sid Miramontes
President and Founder
- Over twenty five years of experience in wealth management and insurance services
- Widely recognized as an industry leader and a top advisor in the country
- Built innovative marketing solutions that have been very successful
- Author of two books about retirement income strategies, “Retirement: Your Income Strategy”, and “Retirement: Your New Beginning”
- Sid enjoys spending time with his family, traveling, fitness, reading and connecting people.

Michael L. Remington
Vice President
- More than 30 years of managing financial accounts
- Expertise includes: retirement planning and management, financial planning and consultation, investment analysis, insurance needs, Social Security and Medicare planning, annuities, and real estate opportunities
- Michael has been married 38 years to his wife Kelly. They enjoy spending time with their four children, traveling, and riding bicycles for relaxation

Ariana Mangum
Director of Finance
- Over 10 years of experience in wealth management
- Expertise at implementing sustainable long-term financial plans and portfolios
- Educates clients on current financial news while adapting portfolio to best benefit their goals.
- When not in the office, Ariana enjoys spending time with my husband and two children

George Gopiao
Senior Vice President, Investments
- Over 30 years of experience in the securities and investments industry, including sales, management, and compliance supervision
- Expert in personalized retirement planning, investment analysis, and insurance needs
- Member of firm’s investment committee
- George enjoys spending time with his family, fitness, golf, and riding motorcycles

Martin Lombrano
Wealth Advisor, AIF, Primary Advisors
- More than 24 years of managing financial accounts
- Martin is an Accredited Investment Fidicuiary, part of an elite professional community of specialists who have earned credibility and distinction in the marketplace
- Martin is an avid athlete and regularly works out, and participates in marathons and triathlons. In his spare time, you can find him completing items on his “bucket list”

Peter Lam
Director of Operations
- Over 25 years of experience in financial services operations and compliance.
- Facilitates the process of completing all paperwork in a timely fashion with a focus on executing at a high level of customer service.
- Peter enjoys spending time with his family, culinary arts, and restoring old cars.

Sean Dailey
Director, Communications & Marketing
- Over 10 years of experience strengthening communication between advisors and clients
- Organize and implement client social events and webinars to keep clients actively engaged and informed
- Overall communication and marketing direction and strategies
- Sean enjoys spending time with his family and is a Disc Golf aficionado.

Carter Hooper
Communications Manager
- Over 20 years of experience in financial services marketing and advertising
- Creator of content and design to help engage and inform clients
- Implementor of website and multi-media design
- Tech early adopter, mobile phone enthusiast

Taylor Otterdahl
Senior Accountant
- 10 years of accounting and financial experience
- Managing accounts, tracking commissions, receivables, and payables
- Payroll, maintaining quickbooks records & financial statements
- Assist with year end budget, reconciling accounts, cash flow & tax preparations
- Taylor enjoys traveling, spending time with her family and snowboarding

Ashley Cader
Executive Assistant
- More than 15 years experience in administrative roles including as a preschool director and office manager
- Facilitates meeting minutes, maintains client paperwork, and helps out however needed within the company
- Ashley enjoys spending time with her husband and two young children, loves animals of all kinds, and traveling
Start Your Path to Financial Security Today
Schedule your free 20-minute discovery call and give us the opportunity to start building your trust and laying the plans for your financial future.