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

VICE PRESIDENT -
INVESTMENTS &
OPERATIONS
Jessica

Jessica

ASSOCIATE FINANCIAL ANALYST
Angela

Angela

CLIENT SERVICE COORDINATOR
Donika

Donika

Administrative Assistant
Liam

Liam

Implementation Manager

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