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Barbara brings  more than 25 years of investment experience to your family’s finances. As a Laguna Beach homeowner, she understands your unique lifestyle concerns, and can create customized strategies to reflect your values and goals. 

Barbara is active in many community events and enjoys the relationships she has formed over the years. She has served as a member of the Board of SchoolPower, a fundraising organization for Laguna Beach schools. She is the past president of the Woman's Club of Laguna Beach and served on the board for 10 years. 

Like you, Barbara believes wealth should be used to improve the quality of life. That’s why she listens to learn about your hopes and dreams, and creates comprehensive strategies that reflect your unique lifestyle. 





Peter’s goal is to work with investors who prefer straightforward advice and are seeking top-tier service. 

“I enjoy working with all types of individuals,” Peter says. “I strive to cut through the clutter, making options understandable, and focusing on the financial future.” 

With more than 30 years of investment planning experience, Peter consistently helps deliver sophisticated strategies based on in-depth analysis and dynamic money management techniques. He’ll help take care of the details so you can concentrate on the things you care about.


Tim Crane

Tim is a financial advisor who believes in working closely with his clients to develop a deep understanding of what they really need and want.

He takes the time to learn about their families, their business, and their goals for the future.

He is knowledgeable in variety of financial topics, including investment planning, retirement planning, and tax planning.

One of the aspects he loves most is educating others on how to optimize  their finances.