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Our Team
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David A. Hjorth CLU, ChFC, AEP, Partner*
California Insurance License #0435847
Client Advisor
Develops plans for clients that help crystallize their objectives and provide a long-term vision matching their life's passions, priorities, and purpose.
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Nicholas D. Hjorth, CPA, Partner*
California Insurance License #0E08770
Client Advisor
Develops plans for clients that help crystallize their objectives and provide a long-term vision matching their life's passions, priorities, and purpose.
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Joanna L. Denny, CLTC
California Insurance License #0E14779
CA Notary Public, Commission #1722309
Director of Operations
A Licensed Service Assistant responsible for the development and management of the company's high quality service operation and client experience, including accounting, compliance, day-to-day operations, and human resources.
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Maria Viviana Oropeza
California Insurance License #0G26843
Business Processing Associate
A Licensed Service Assistant that provides administrative support in underwriting, compilation and analysis, and business processing.
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Kassie B. Belcher
CA Notary Public, Commission #1860376
Client Communication Associate
Manages all client communications and provides administrative support including scheduling and maintaining appointments, work flow organization, travel arrangements, and meeting coordination.
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William E. Roe
California Insurance License #0G19532
Client Service Associate
A Licensed Service Assistant providing expertise to support and manage a client's service experience assuring every detail is completed in a satisfactory manner and within a timeframe acceptable to the client.
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*David A. Hjorth and Nicholas D. Hjorth are Financial Advisers offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. DH Financial Consulting Services, Inc. is not owned or operated by Eagle Strategies LLC or its affiliates. Registered Representatives offering securities through NYLIFE Securities LLC (member FINRA/SIPC).
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