Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Advisors

Dondi Vinca

MBA, CRPC, RICP®

Financial Advisor

Managing Director
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Team

Sarah Lam

Client Service Associate,

Practice Manager

Roles & Responsibilities

  • Client service associate.
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