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Team Members

Gil Tobias

Education Specialist

(805) 601-7024

Gil Tobias has been assisting clients with their financial and administrative needs since 1997. Gil views every contact point as an opportunity to provide excellent client services and he works to ensure every client enjoys the highest...

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Randall Cohen

Director of ERISA Services


Working with plan sponsors to help them achieve their retirement plan goals while providing the peace of mind that comes from a fiduciary standard of loyalty and care, Randall Cohen provides the specialized knowledge and tools to help...

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Terri McGray, CFP®

President/Wealth Advisor

(805) 917-6771

(805) 601-7024

Since 1988, Terri McGray has been assisting individuals, business owners and families with comprehensive wealth management. She has helped thousands of individuals and business owner’s enjoy a smooth transition into retirement....

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