1 Daniel Burnham Court
Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.
Financial planning is a journey, not a destination.
Our reasons for becoming financial professionals are deeply personal. We believe in the power of goal achievement and understand what it takes to pursue lofty goals. Helping people save time and put a process around their financial planning is how we help. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.
Tushar is responsible for financial planning and business development. He helps clients to outline a strategy to pursue their short and long-term financial goals. Specifically, he develops financial plans, forecasts retirement...
Vishal is responsible for portfolio construction, relationship management, and enhancing the value that the firm delivers to its clients. He is a resource in regards to product education and helps clients understand when to use...
Diane is the firm's lead administrative associate and helps with establishing new accounts, moving money, account transfers, administrative updates, and insurance case management.
Katrina Hermanson is an administrative associate at the firm. She supports new account openings, account transfers, money transfers, and helps with client logins. Katrina started in the Financial Industry in 2017. Before joining Twin...
Financial Planning Associate
Dominique will primarily be conducting scenario models for our financial planning clients. Her models will provide helpful insight to our clients before they make significant financial decisions. She will also be ensuring all of our...
Niki is responsible for all marketing initiatives and business development at Twin Peaks Wealth Advisors. She joined the team in May 2021, and and will develop and spearhead new initiatives for the firm. Prior to...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.