Our advisors

Clarissa Dayoan

CRPC, APMA®

Associate Advisor

Chartered Retirement Planning Counselor™
Learn more about Clarissa Dayoan Visit Clarissa Dayoan's website

Robert Adams

CFP®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Robert Adams Visit Robert Adams's website


Our team

Ritu Khanna

Ritu Khanna

Client Service Associate,

Practice Manager
Heather Wood

Heather Wood

Registered Client Service Associate

Personal Intro

· 401(k) accounts

· 529 accounts

· Charitable Gifting

· Donor Advised Funds

· Follow Ups

· Insurance Service

· Investment Question & Research

· Rollovers

· Trades & Rebalance

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Ural Shamsuddin

Ural Shamsuddin

Client Service Associate

Aarti Chawla

Aarti Chawla

Client Service Associate

Jocelyne Vega

Jocelyne Vega

Client Service Associate