Team

Reed LeFevre, CFP is a Registered Principal with Osaic Wealth Inc. As a veteran wealth advisor, he has been providing financial and retirement planning services...

Steven M. Barrus is a Registered Investment Advisor with Osaic Wealth Inc. As a financial professional since 2009, Steve has assisted individuals and families by...

Danica skillfully handles daily operations, appointment scheduling, account maintenance and report preparation. She is your customer relations resource and is available to assist you. Danica is a Finance Major at California State...