Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

close

Team photo
Team photo

View Larger


Our advisors

Arshdeep Singh

APMA®

Financial Advisor

Learn more about Arshdeep Singh Visit Arshdeep Singh's website

Darren Bado

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Darren Bado Visit Darren Bado's website

Phuong N Quach

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Phuong N Quach Visit Phuong N Quach's website

Spencer D Crume

CRPC, AWMA®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Spencer D Crume Visit Spencer D Crume's website

Troy Okumura

CFP®, BFA, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Troy Okumura Visit Troy Okumura's website


Our team

Alex Keeno

Alex Keeno

Client Service Coordinator

Cora De Jesus

Cora De Jesus

Client Service Coordinator

Gabriela Flores-Ibarra

Gabriela Flores-Ibarra

Client Service Coordinator

Jason Tu

Jason Tu

Client Service Coordinator

Linh Hankins

Linh Hankins

Operations Manager

Saffiate Hales

Saffiate Hales

Paraplanner

Shannen Lee

Shannen Lee

Client Service Coordinator

Vidya Devaya Mundanada

Vidya Devaya Mundanada

Client Service Coordinator