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.

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Our advisors

Henry Pofi

APMA®

Financial Advisor

Managing Director
Learn more about Henry Pofi Visit Henry Pofi's website

Navjit Singh

CFP®, CPA, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Navjit Singh Visit Navjit Singh's website

Vincent Hackler

CFP®

Financial Advisor

Managing Director
Learn more about Vincent Hackler Visit Vincent Hackler's website


Our team

Jan Olmos

Jan Olmos

Client Service Associate