Knowledge is the Sagient way. Our name comes from the Latin word for “those who know or perceive quickly.” We get to know our clients deeply and provide personally tailored financial guidance for a fast-changing world.As the Director of Recruiting, I take the time to understand my clients’ goals so that we can create a path toward creating the lives they envision for themselves and their families. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Our vision, as a firm, is to provide holistic financial planning, delivering long-term prosperity and peace of mind for our clients across every aspect of their financial future.

Pacific Reach is committed to helping turn your dreams into reality, regardless of your personal or financial needs.As the Director of Recruiting, I play an essential role in the firm’s success—and the success of our clients. By understanding our client's goals, we can create a path toward creating the lives they envision for themselves and their families.Our mission as a firm is to understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy designed to address your situation.