We are seasoned financial professionals with a passion for making a difference in your life.

Mark Chemtob, CFP®, APMA®
Founder & Chief Executive Officer
Cheung Chan
Head of Operations & Chief Compliance Officer
Kyle Dandurand, CFA®
Private Wealth Advisor
Vi Kieu
Client Relationship Manager
Ellie Clifford
Client Relationship Manager
Jason Kuroda, CFP®
Private Wealth Advisor
Nina Spezzaferro
Client Relationship Manager
Jordan Rosen
Chief Operating Officer