Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Shelley Y Mau

Shelley Y Mau

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Shelley Y Mau's website
Advisor photo for WINNIE MOU

WINNIE MOU

ChFC®, CLU®, LUTCF®

Financial Advisor

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Advisor photo for Brian Altmann

Brian Altmann

MBA, CFP®, ChFC®, CRPC

Private Wealth Advisor

Managing Partner of GenFocus Wealth Advisors
Visit Brian Altmann's website
Advisor photo for George Pittaoulis

George Pittaoulis

CFP®, ChFC®, CLU®, APMA®

Private Wealth Advisor

Managing Partner of GenFocus Wealth Advisors
Visit George Pittaoulis's website