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Team Spotlight

Jack Solis
Research and Planning Assistant

Greetings from La Quinta!

This is one of my favorite times of the year here in the desert. With daylight saving time now in full swing, the longer evenings make it easier to enjoy time outdoors after the workday. Whether it’s an evening walk, a round of golf, or simply watching the sunset over the mountains, this season always reminds me how special it is to live and work in such a beautiful place.

March is also a special month for me personally, as I’ll be celebrating my birthday with some close friends. I’m looking forward to spending a day out in Joshua Tree, taking in the scenery and enjoying God’s incredible creation. It’s always refreshing to step away from the busyness of daily life and appreciate the beauty that surrounds us here in Southern California.

Sydney and I have also been enjoying plenty of time with our dog Charlie, who seems to be growing up faster than we expected. She’ll be turning one in just a few months, which is hard to believe. Watching her learn and explore the world around her has been a lot of fun, and she certainly keeps our days full of energy.

As we move toward the warmer months, Sydney and I are also looking forward to making more trips toward the coast to spend time with her family when the desert temperatures begin to climb. It’s always a great reminder of how fortunate we are to have both the desert and the ocean within reach.

As always, it’s a privilege to serve such wonderful clients and be part of this community. Please don’t hesitate to reach out if there is ever anything we can help with.

Blessings,
Jack

Laurie Stack

This statement is a testimonial by a client of the financial professional as of {11/07/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Dr. Roy Pitkin

This statement is a testimonial by a client of the financial professional as of {07/10/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #622550)

Mark Olson

This statement is a testimonial by a client of the financial professional as of {07/16/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #614236.)

Richard and Victory Grund

This statement is a testimonial by a client of the financial professional as of {02/29/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #556941)

Matt Johnson

This statement is a testimonial by a client of the financial professional as of {05/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #451730-2)

David and Colette Renker

This statement is a testimonial by a client of the financial professional as of {10/25/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #515842)

Don DeLair, Headmaster at King’s School of the Desert

This statement is a testimonial by a client of the financial professional as of {02/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #436116-2)

Judy Sanders

This statement is a testimonial by a client of the financial professional as of {07/13/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #457029-1)