Our Qualifications

We have been working with individuals and businesses in the area for since 1995.

John graduated from the University of Southern California with a Bachelor of Science Degree in Accounting in 1985 and holds Series 63, 65, 7, 9, and 10 licenses. After stints at Arthur Andersen and TRW, John started his Financial Consulting career at Smith Barney in 1994, then John founded Lone Eagle Wealth Services in 2010.

Hilary graduated from California State University at San Bernardino with a Bachelor of Science in International Business.   She holds Series 63, 65, and 7 licenses.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.