With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo

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Advisors

David Tan

Financial Advisor

Vice President
Visit David Tan's website


Team

Karen Xie

Karen Xie

Operations Leader

Gabriela Velasco

Gabriela Velasco

Client Service Associate