Your Advisory Team

Meet the Eagle West Advisory Team.

As members of the Eagle West advisory team, we have a unique dedication to our clients that goes far beyond simply showing up and doing the job. We meet every Monday to review each individual client holding. This cooperative environment gives us valuable insight so we may serve our clients more effectively. Our team-style collaboration is not only unique in our industry, but is also one of the hallmarks of the Eagle West business philosophy.

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Rick

CLU, ChFC, CFP,  Founder,
CEO, Registered Principal

Mike

CLU
Registered Principal

Monica

Financial Advisor 

Eric

CFP, Financial Advisor

Johnny

CFP

Check the background of this investment professional on FINRA's BrokerCheck

Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Elevate and Eagle West are not affiliated with Cambridge.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA , CO, FL, GA, HI, ID, MD, MI, MN, MO, MT, NV, NY, OR, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific states referenced.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.