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Our Team

Our Mission Statement

Our mission is to implement a financial strategy designed to bring your long-term vision to life. We accomplish this by learning what is important to you and using those elements to establish goals to work towards and confidently achieve your objectives.

Our Creed

  • Our clients are the most important people to our firm.
  • Our clients have our commitment of the highest level of service with integrity.
  • Our clients’ needs are always put first.
  • We are 100% committed to giving our clients’ financial confidence.
  • We are “Of Service”.

Eric W. Bond

Wealth Advisor

562-285-0222

[email protected]

Eric W. Bond was born, raised, schooled and continues to live and work in Long Beach. He is married and has two children, lzzy and Jett, who both attend schools in Long Beach continuing the tradition.

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Shirley Wilcox

Office Manager

562-285-0222

562-733-5726

[email protected]

Shirley is a Long Beach native, born and raised. She has been married for more than 26 yrs. and has two children,Lindsey and Eric, who have carried on the tradition of attending and graduating Wilson High School in Long Beach. She has...

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Lauren Milne

Client Experience Coordinator

562-285-0222

562-733-5726

[email protected]

Lauren was born in Long Beach and raised nearby in Cypress. She is newly married, with their 2 rescue pets, a chihuahua mix named Mr. Man, along with their cat Kingston. Lauren enjoys hockey games (Go Kings Go!), being outdoors and...
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