Management Team

Robert Salazar, CFP - Managing Partner, Financial Consultant

Over 14 years of experience in the financial services industry.  Robert is a Certified Financial Planner and Registered Securities Representative with Series 7, 63, and 65 securities licenses as well as insurance licenses.  He holds a B.S. in Finance from California State University Long Beach.

Chris Steer - Managing Partner, Financial Consultant

With more than 14 years of experience in the financial services industry.  Chris is a Registered Securities Representative with Series 7, 63, and 65 securities licenses as well as insurance licenses.  Chris graduated from Arizona State University with a Bachelor of Science Degree in Finance.

Carl Thomasy - Managing Partner, Principal 

Over 30 years of experience in the retirement plan industry.  Carl holds a B.A. from the College of Wooster and a J.D. from the John Marshall School of Law at Cleveland State University.  He holds Series 7,8,63 and 65 securities licenses for Advisor, Representative and Principal.

Todd Thomasy - Managing Partner, APA 

With more than 10 years of experience in Qualified Plans.  Todd is a Registered Investment Advisor, Registered Securities Representative and an Accredited Pension Administrator.  Todd holds a B.A. degree from San Diego State University.

Ken Ulrich - Managing Partner, AIF 

With more than 12 years of experience in Qualified Plans.  Ken is a Registered Investment Advisor, Registered Securities Representative, and an Accredited Investment Fiduciary.  He holds B.S. and M.B.A. degrees from the University of Southern California.