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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Team photo

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Our advisors

Cassidy E Tepper

CRPC

Private Wealth Advisor

Learn more about Cassidy E Tepper Visit Cassidy E Tepper's website

Jonah Y Ching

Associate Financial Advisor

Learn more about Jonah Y Ching Visit Jonah Y Ching's website


Our team

Lindsay Broughton

Lindsay Broughton

Operations Coordinator

Roles & Responsibilities

  • Operational Workflow & Business Execution
  • Client & Advisor Experience Coordination
  • Digital Marketing & Growth Operations
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