Who We Are Biographies

WEALTH ADVISORS SUPPORT TEAM

Yulei

Yulei

VICE PRESIDENT -
FINANCIAL PLANNING
Sureita

Sureita

VICE PRESIDENT - CLIENT SERVICE
Kathy

Kathy

CLIENT CONCIERGE
Saad

Saad

SENIOR VICE PRESIDENT - PARTNER
INVESTMENTS & OPERATIONS
Jessica

Jessica

Senior Client Service Coordinator
Matt

Matt

Wealth Management Associate
Catherine

Catherine

Administrative Assistant
Katrina

Katrina

Office Manager
Joseph (JJ)

Joseph (JJ)

Financial Planning Associate

Seasons of Advice® is Now a Book

Charles and Chris present macroeconomic based 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

Click to Buy Now
Photography By John Abbott