Our Team

Christene Dino-Hobbs headshot

Christene Dino-Hobbs, RICP®

Founding Partner and Financial Advisor*
CA Insurance Lic. #0K51694

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Heather Bates headshot

Heather B. Bates, MBA®

Partner
CA Insurance Lic. #4186258

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Kirk Quaschnick headshot

Kirk Quaschnick,
CLU®, ChFC®, ARPC

Partner
CA Insurance Lic. #0I00890

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Heather Bates headshot

Steven Josh Uy,
CFP®, ChFC®, RICP®

Partner
CA Insurance Lic. #0J25132

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Chris Hobbs headshot

Chris Hobbs

Director of Client Success, USMC Veteran

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Chris Hobbs headshot

Jessi Munns

Events Coordinator and Licensed Service Assistant
 

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Akira headshot

Akira Lewis

Business Development Representative
 

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Lindsay Coxe

Lindsay Coxe

Administrative Assistant
 

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Jason Tobias

Jason Tobias

Director of Financial Services
 

Keith Lynch

Keith Lynch

Manager of Investment Services
 

Sonja A. Quaschnick, CPA, CCIFP

Sonja A. Quaschnick

CPA, CCIFP
 

Jennifer Favors

Jennifer Favors

Director of Insurance Services
 

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.