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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Advisors

Danian Peo

MSFA, CSRIC®

Financial Advisor

Visit Danian Peo's website


Team

Oz Geoghegan

Oz Geoghegan

Client Service Manager

Sakshi Chandel

Sakshi Chandel

Client Service Specialist