Philip A. Board MSFS, CFS 
President & CEO 
Upland, CA

909-981-1720

909-949-2917

[email protected]

Tony Nori, CEPA, RFC
Financial Planner & Director of Branch Development
McKinney, TX

214-592-8411

[email protected]

David Espinosa
Financial Advisor
Upland, CA

909-981-1720

909-949-2917

[email protected]

Ernest J. Reyes 
Financial Advisor
Covina, CA

626-915-4545

626-276-7067

[email protected]

Isahi "Mia" Medina
COO, CCO, Financial Planner

909-981-1720

909-949-2917

[email protected]

Leslie Coulson
Director of Marketing for 1on1 Financial &
Chief Operations Officer for Medi-cal Benefits

909-981-1720

909-949-2917

[email protected]

Rachel Shaw
Relationship Manager

909-981-1720

909-949-2917

[email protected]

Kurt Moseley
Financial Planner

Financial Planner

909-981-1720

909-949-2917

[email protected]

Belinda Battistelli

Eldercare Advisor

909-985-4466

[email protected]

Paul McGhie LUTCF
Financial Services Representative

909-981-1720

[email protected]

Teresa Montoya

Assistant to Tony Nori

(214) 592-8411

[email protected]