Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Advisors

Advisor photo for Dan Chang

Dan Chang

CFP®

Private Wealth Advisor

Managing Director
Visit Dan Chang's website


Team

Malyssa Schielke

Malyssa Schielke

Registered Client Service Associate

Qualifications

  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 6 - Investment Company Products/Variable Contracts Representative Examination

  • SIE - Securities Industry Essentials Examination
  • CA Accident & Health or Sickness, Var Life and Var Annuity, Life
  • Series 7 – General Securities Representative Exam

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Luiz Macedo

Luiz Macedo

Registered Client Service Associate

Qualifications

  • Series 7TO - General Securities Representative Examination
  • SIE - Securities Industry Essentials Examination
  • Series 66 - Uniform Combined State Law Examination
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