Advisors
Patty Contreras
Founder | CEO | Generational Wealth Strategist
(909) 946-1551
Patty Contreras is a California Licensed Insurance Broker/Wealth Planner with a unique approach to helping professionals and business owners with integrity and due diligence. She puts her clients’ interest first, which affords...
Alijah Wood
Wealth Consultant
Joseph Derthick
Insurance Agent
The eldest of five (5) children was born March 2, 1957 in Charlotte, NC .The family moved to Wilmington, California in 1962 Parents were Gerald Derthick, a factory worker turned school teacher who left teaching to become chemical plant...
Josh Contreras
CFO | Senior Vice President | National Sales Leader
(909) 946-1551
Josh Contreras graduated in the Winter of 2024 from The Neeley School of Business Management with an emphasis in Marketing at Texas Christian University (TCU) in the Sales Center. As a former TCU Football Athlete and Mixed Martial...
Ruby Nelson
Director of Operations
909-946-1551