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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. 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. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Chris Jenkins


For over 30 years, Christopher Jenkins has provided comprehensive tax and wealth management services to countless business& owners and families around the country. His extensive experience and genuine desire to help his clients pursue...

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Faye Adl

Operations Manager

949-859-4474 Ex.112


Faye Adl is an IRS Enrolled Agent, and Administrative Assistant with Chris Jenkins since 2004. Having been in the financial services arena since 1990, her expertise is well-grounded in technical knowledge and practical...

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