Meet the Team
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. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss in a declining market.
Dustin Dockter, CFP®
Wealth Advisor
(831) 920-2440
Dustin is committed to helping clients transform complex issues into practical decisions and strategies. He also enjoys working with tax professionals and estate attorneys to craft a holistic financial plan that helps meet each client's present needs and future goals. In the community, he can be found fishing, chatting at Cars and Coffee on Saturday mornings or gardening with his two children. He also loves exploring new eats and adventures with his wife, Kellie.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark
Nick Goodwin, CFP®
Wealth Advisor
(831) 920-2440
Nick focuses on a client-centered approach uniting financial strategy and your personal philosophy to align vision and strategy. Nick has over 15 years experience working with families in the areas of financial planning and asset management. When not supporing his two children with taxi service to their various pursuits, Nick enjoys camping and hiking with his kids.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
Miranda Gerda, CFP®
Wealth Advisor
(831) 920-2440
Advisor and new mom, Miranda focuses on removing client's financial stressors so they can focus on the life pursuits that are most important to them. She also relishes the opportunity to show clients how to keep their money working for their goals and families. Miranda can be found scaling rock climbing walls, or traversing hikes with baby in tow with her husband and their dog, Webber.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
Allison Stoddard
Client Service Manager
(831) 920-2440
As Client Service Manager, Allison manages all things forms and paperwork. She is also a self-proclaimed whiz at digital life and keeps all the systems in top form. In her free time, she enjoys attending music events, spending time with her niece and nephew, and gardening.
*Not a registered person
Kellie Dockter
Director of Client Experience
(831) 920-2440
Kellie's focus is to maximize your experience as a client. Kellie plans and manages events, finds ways to keep improving systems, flexes her creative muscles and is always looking for new concepts that add value to the financial relationship. When not flying around the office, Kellie enjoys baking, building Legos with her autistic son, having tea parties with her daughter, or reading fantasy fiction on her kindle with a wine glass in hand. It doesn't happen often enough, but when it does, she loves adventures and traveling with her husband, Dustin.
*Not a registered person
Client Centered
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.