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

Advisor photo for Tali Alon

Tali Alon

MBA, CFP®, CDFA®

Branch Manager

Managing Director
Visit Tali Alon's website
Advisor photo for Michael Lewis Abrams

Michael Lewis Abrams

MBA, CIMA®

Private Wealth Advisor

Managing Director
Visit Michael Lewis Abrams's website
Advisor photo for Andrew Andrikopoulos

Andrew Andrikopoulos

Financial Advisor

Associate Vice President
Visit Andrew Andrikopoulos's website
Advisor photo for Darien Tung

Darien Tung

CFP®

Private Wealth Advisor

Managing Director
Visit Darien Tung's website
Advisor photo for Qiumei Sun

Qiumei Sun

CFP®

Financial Advisor

Managing Director
Visit Qiumei Sun's website
Advisor photo for Joe Yapaola

Joe Yapaola

CFP®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Joe Yapaola's website
Advisor photo for Marcial Vargas

Marcial Vargas

Financial Advisor

Vice President
Visit Marcial Vargas's website
Advisor photo for Andrew Gotianse

Andrew Gotianse

Financial Advisor

Vice President
Visit Andrew Gotianse's website


Team

Rebecca King

Rebecca King

Operations Leader,

Practice Manager