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About Us

Who We Are

Who We Are

Our journey began in 2002 in Bakersfield, with a vision to create a distinctive financial services firm. Our founders, who are still actively involved in our team and local boards today, have been instrumental in growing our firm from its humble beginnings to where we are today. 

Our Core Values

GOAL

To enrich our community through reputable financial guidance

MISSION STATEMENT

We enrich our clients lives by navigating complex financial landscapes and creating a secure and prosperous future. We build long term relationships with clients and loved ones by understanding their unique needs and aspirations. We evolve/adapt, educate and provide trusted service to every client in our community. 

Our Core Values

MOTIVATED SELF-STARTERS

  • We proactively seek and identify new opportunities
  • We take actions while managing our time efficiently and effectively
  • We are open to change and new ideas
  • We set clear goals and create personalized action plans

INTEGRITY

  • We are open and forthcoming
  • We hold ourselves to high ethical standards guided by our moral compass
  • We are consistent with our words and actions. We walk our talk
  • We are accountable and organized

COMMUNITY

  • We invest resources into our communities
  • We are engaged and committed to making our communities thrive
  • We promote and partner with nonprofits and other local businesses

KINDNESS

  • We are respectful, kind and inclusive
  • We value our clients and take time to listen
  • We embrace our differences and strengths and value diversity

SKILLED

  • We are experts in our industry
  • We continue to improve our skills through continual education and certification
  • We serve our clients with knowledge and expertise

Meet the Team

Sherod Waite

Sherod B. Waite

President/CEO

Kris Pelster

Kris Pelster

Senior Financial Advisor

Justin Leland

Justin T. Leland, CFP®, AIF®

Senior Financial Advisor

Dustin Weaver

Dustin Weaver, CFP®, APMA®, CRPC®

Senior Financial Advisor

Seth Perry

Seth Perry

Financial Advisor

Frank Lee

Frank Lee CRPC™

Financial Advisor

Garro Ellis

Garro L. Ellis

Retired / Co-Founder

Let’s Get Started

Schedule an introduction meeting with us and get started on your journey.

Schedule a Call