Team
Reed LeFevre, CFP®
Registered Principal
805-778-8262
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 Barrus
Financial Advisor
805-778-8262
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...
Ryan Myers, CFP®
Financial Advisor
805-778-8262
Danica Hunter
Administrative Assistant
805-778-8262
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...