Exceeding your goals is our priority – Commitment to exceptional service is our focus.

Bringing together skill, insight and passion to lay the plans for your future.
Our diverse team includes financial advisors, a dedicated financial analyst and a sophisticated support staff all dedicated to a single goal: helping successful families and business create and sustain long-term financial prosperity. Equally as important is our focus on providing exceptional service for our sophisticated clients.

Sal H. Flores

Registered Principal, RJFS


Terry Schreiber, CFP®

Registered Representative, RJFS


Kathy Casillas

Registered Representative, RJFS Office Manager, FWM


Elena Flores-Breese

Financial Advisor, RJFS Director of Marketing


Denise McGuire

Administrative Assistant


CFP® | Certified Financial Planner™ | CFP Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.