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

Robert Katsuno

MBA, CRPC

Financial Advisor

Visit Robert Katsuno's website


Team

Kristina Morris

Kristina Morris

Client Service Associate