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.

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Team photo for Azure Wealth Advisors
Team photo for Azure Wealth Advisors

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Our advisors

Advisor photo for Cassidy E Tepper

Cassidy E Tepper

CRPC

Private Wealth Advisor

Learn more about Cassidy E Tepper Visit Cassidy E Tepper's website
Advisor photo for Jonah Y Ching

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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