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.



Our advisors

Advisor photo for James G Woo

James G Woo

CRPC

Private Wealth Advisor

Learn more about James G Woo Visit James G Woo's website


Our team

Flora Qian

Investment Specialist

Rindy Slaughter

Rindy Slaughter

Client Service Manager

Kim Via

Kim Via

Client Service Coordinator