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Our advisors

Jeremy Vernon Combe

CFP®, ChFC®, MSFS

Private Wealth Advisor

Managing Director
Learn more about Jeremy Vernon Combe Visit Jeremy Vernon Combe's website

Norannsy Chieuchin

CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Norannsy Chieuchin Visit Norannsy Chieuchin's website

Travis Combe

MSFP, CFP®, MPAS

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Travis Combe Visit Travis Combe's website

Jermaine Jamison

CFP®, BFA, APMA®, AWMA®, CRPC, AAMS®

Branch Manager

ACCREDITED WEALTH MANAGEMENT ADVISOR™
Learn more about Jermaine Jamison Visit Jermaine Jamison's website

Lea Inouye

Financial Advisor

Vice President
Learn more about Lea Inouye Visit Lea Inouye's website

Peter Christenson

CFA®, CRPC, CDFA®, RICP®

Financial Advisor

Associate Vice President
Learn more about Peter Christenson Visit Peter Christenson's website


Our team

Daniel Mendoza

Daniel Mendoza

Lead Registered Client Service Associate

Rocky Jones

Rocky Jones

Registered Client Service Associate