Client Access

We utilize the latest technologies to ensure that your confidential information is protected.

Please contact our office at (805) 473-1040 if you need any assistance with the below.



5-minute semimonthly newsletter

we understand, You’re busy
we’ve built our newsletter with that in mind

Our newsletter isn’t pages long with a bunch of articles that no one reads. It isn’t written by some faceless corporate entity. Daniel Rohr writes our newsletter. It has one personal financial item, one business financial item, a tax news section, and maybe a bit about what is going on with the Firm. We hope you subscribe and we hope you like it!

Click Here for an example