Our Team
Jerry G. Van Houten, AIF® CKA®
Financial Advisor
Since 1987, Jerry has been advising professionals, individuals, and small business owners toward attainment of the financial goals that they really want. “My mission is to help my clients make an informed decision that...
Lukas Van Houten
Client Services
Lukas is a junior assistant helping with client services. He attends the University of Santa Barbara, where he is on his way to becoming a corporate lawyer in three to 4 years. Lukas works hard, achieving A grades in college, and...
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Tasha Carvalho
Advisor Assistant
Tasha serves as Jerry’s assistant, supporting daily operations and helping create a smooth, welcoming experience for clients. With a background in logistics and as a licensed life insurance agent, she brings strong organizational...
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