Who We Are Biographies

WEALTH ADVISORS SUPPORT TEAM

Yulei

Yulei

VICE PRESIDENT -
FINANCIAL PLANNING
Jana

Jana

MANAGER -
IMPLEMENTATION &
FINANCIAL PLANNING
Sureita

Sureita

DIRECTOR OF BUSINESS
DEVELOPMENT
Kathy

Kathy

CLIENT CONCIERGE
Saad

Saad

VICE PRESIDENT -
INVESTMENTS &
OPERATIONS
Jessica

Jessica

SENIOR CLIENT SERVICE
COORDINATOR
Angela

Angela

CLIENT SERVICE COORDINATOR

Seasons of Advice® is Now a Book

Charles and Chris present macroeconomicbased strategies to make sound financial decisions and comfortably put ourselves on the road to living the life we choose, for now and forever.

"Financially Secure Forever is a powerful guide to self-management for financial success and captures the cutting edge of the gifts neuroscience offers us."

Charlotte A. Tomiano, PhD,
clinical neuropsychologist and author

Now available on Amazon

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Photography By John Abbott
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