Reviewing your savings plan for life should happen sooner rather than later. Our team of local advisors are here to assist you create or refine your financial strategy so that you achieve your financial goals.
Meet Our Financial Advisors
Andres Escobedo
Andres Escobedo is a Financial Advisor who focuses on helping clients build clarity and confidence around their finances through comprehensive planning, retirement strategies, and investment management. He also provides guidance on insurance solutions, including life and disability insurance, as well as health insurance planning for Medicare and ACA marketplace coverage. Andres takes a personalized, member-first approach, partnering with individuals and families to develop strategies aligned with their goals, values, and stage of life.
Outside of work, Andres is a dedicated family man who values time with his wife and children. He enjoys cooking, concerts, and spending quality time with family and friends.
Richard “Rick” Landis
As a seasoned financial advisor, Rick specializes in crafting customized investment strategies that empower clients to secure their financial futures. His holistic approach combines in-depth market analysis with a strong focus on each client's personal values and goals. Committed to ongoing education, he strives to stay ahead of industry trends to provide the best possible guidance for his clients’ financial journey.