Broker Check
 

F.S.I. Support Staff

We are here to help! Whether you have:

  • a simple question
  • need to schedule an appointment with one of our advisors
  • update your beneficiaries or request funds from one of your accounts
  • you have a referral to send us and not sure what to do
  • or have any other service needs we are here for you!

These are just a few examples of what our support staff can help you with. Our amazing staff members are always willing to go the extra mile to make sure you are completely satisfied!

Call or email any one of our staff members below and they’ll make sure you get taken care of right away!

We strive for 100% satisfaction and are happy to service your financial needs!

Colton Punches

Financial Advisor

(619) 681-1911

(619) 681-1901

Colton Punches is an assertive Financial Planner providing personalized and comprehensive financial services. He empowers first responders to take control of their finances and achieve their short and long-term goals with confidence.

Read more

Maggie Russo

Director of Client Services

6196811911

As the Director of Client Services, Maggie works closely with Paul and Darrin to ensure that client satisfaction is maintained through ongoing client interaction and general support. She helps to manage client accounts, process...

Read more