Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Shilo A. Chavez
Owner/President
With over 10 years of experience in financial planning and advising, Shilo Chavez specializes in creating personalized financial strategies that reflect each client’s unique goals and circumstances. She and her team leverage a well-developed process and industry expertise to deliver customized solutions—whether you're planning for retirement, managing risk, or seeking to build long-term wealth.
Shilo is known for her thoughtful, relationship-driven approach and her commitment to helping clients navigate life’s financial decisions with confidence and clarity.
Outside of her professional work, Shilo is actively involved in her community. She is married and a proud mother of four children, all of whom are active in sports. She serves on several local boards, volunteers regularly, and enjoys spending time outdoors, traveling, and supporting her kids in their activities.
Jaycee Nunes
Branch Operations Manager
Jaycee is the glue that holds the office together. She brings energy, organization, and a client-first mindset to her role as Branch Operations Manager while ensuring the office runs smoothly and that every client experience is seamless and welcoming. Her superpower? Making chaos look like a well-oiled machine. Jaycee handles it all with a smile and a "we've got this" attitude.
Outside the office, Jaycee lives life in the fast lane—literally. She and her family are avid drag racers, spending weekends at the track and enjoying the thrill of competition together. That's right: Spreadsheets by day, speed by night! Her dedication to both her work and her family reflects the values we hold as a firm: commitment, integrity, and a drive to go the extra mile.