Highly Trained, Skilled and Dedicated team of professionals 

Meet Our Team

Our Purpose

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals,

we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

The Team

Dustin TenBroeck, CFP®

President
Dustin@presidiocm.com

Jeff Anderson, CFA

Chartered Financial Analyst
jeff@presidiocm.com

Joe Stella, CFP®, MBA

Wealth Manager
joe@presidiocm.com

Blake Feindel

Wealth Manager
Blake@presidiocm.com

Matthew Vallebo AIF®

Wealth Manager
Mvallebo@presidiocm.com

Heather TenBroeck

Director of Client Relations
Heather@presidiocm.com

Heather Berezansky

Client Service Manager
HeatherB@presidiocm.com

Jon Wilson

Client Service Associate
Jon@presidiocm.com

Rielle Sanidad

Client Service Associate
Rielle@presidiocm.com

David Buenaventura

Branch Operations Manager
david@presidiocm.com

What Our Clients Say About Us

Client Testimonials

You Deserve The Best For Your Financial Freedom!