Meet Our Team
Brandyn F. Cavin CFP, ChFC
(831) 464-1557
Brandyn has been helping individuals and small businesses achieve their financial goals since 2001. He believes building a foundation of trust with each client is the key to a successful long-term relationship. Brandyn received his...
Thomas F. Cavin JD, ChFC, CLU
(831) 464-1557
For more than 30 years Tom has been helping his clients achieve their financial objectives. As a financial planner his goal is to help his clients navigate the financial markets and avoid making costly mistakes. Tom is a graduate of...
Kathryn Kerby
Executive Assistant
(831) 464-1557
Kathryn was brought on board in early 2008 as a team member who would make a positive addition to the company’s client service philosophy. She has experience in outstanding support and a proven track record of delivering a high...