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

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

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

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
Mel Galloway

Mel Galloway

Vice President, Retirement Services

 

  • More than 30 years of creating and managing retirement plans
  • Expertise includes: retirement planning, retirement income analysis, annuities
  • String direct sales, customer experience, client relationships, financial analysis, fiduciary services, and customer relationship management (CRM)
  • Mel enjoys spending time camping and traveling with his family
Peter Lam

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.
Julie Fine

Julie Fine

Case Design Manager

 

  • Over 25 years in financial and advisor services.
  • Leads advisor case design and analysis team
  • Product discovery, recommendation, and sales advice
  • Julie enjoys traveling with her daughter, quilting and cats.
Sean Dailey

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

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

Taylor Otterdahl

Executive Assistant

 

  • 8 years of accounting and financial experience
  • Oversees accounts payable/receivable, facilitates meeting minutes, tracks advisor trades and manages correspondence
  • Taylor enjoys traveling, spending time with her family and snowboarding

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.

Click Here