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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
Nina Spezzaferro, CFP®
Client Relationship Manager
Nikke Soremekun
Administrative & Operations Assistant
Summer Parry, CFP®
Financial Planner
Jordan Rosen
Chief Operating Officer
Franny Torres
Client Relationship Manager