Meet The Team

At our firm, we have the client—and only the client—in mind.

We are a privately owned, independent, boutique financial services firm headquartered and run locally, in the San Francisco Bay Area with over 130 years of combined investment and wealth management experience.

At our firm, we have the client—and only the client—in mind.

After years in the business, we have educated individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue financial freedom. We have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complexities of their lives. Our team approach extends beyond our own firm often utilizing other specialists across a broad range of legal and financial services.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Our clients have busy schedules, they work and reside all over Northern California; to serve them better we have the ability to meet in multiple convenient locations and offer teleconferencing and video conferencing alternatives if preferred.

David Bonn

David Bonn
Managing Partner

CA Ins. License: # 0E26844

Financial Professional Registered Representative

925-804-6784 ext 104

925-804-6788

Donn Levine

Donn Levine, ChFC®, CLU® 

CA Ins. License: #0586447

Wealth Manager Investment Advisor Representative

925-804-6784 ext 106

925-804-6788

Jaimie Klein

Jaimie Klein

Administrative Support Manager

925-804-6784 ext 109

925-804-6788

Mark Salvail

Mark Salvail, LUTCF®

CA Ins. License: #0527848

Financial Professional Registered Representative

925-804-6784 ext 105

925-804-6788

Philip Bombace

Philip Bombace, RICP®

CA Insurance License: #0632435

Wealth Manager, Investment Advisor Representative

415-902-4088

925-804-6788

Marilyn Springel

Marilyn Springel

Administrative Support Manager

925-804-6784 ext. 110

925-804-6788

Sanjay Dhar

Sanjay Dhar

CA Insurance License: #0G68120

Wealth Manager, Investment Advisor Representative

925-399-1316

925-804-6788