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

Sean Calles

CRPC, CFS®, AAMS

Private Wealth Advisor

Associate Vice President
Learn more about Sean Calles Visit Sean Calles's website

Donna Yoshida

CRPC

Financial Advisor

Associate Vice President
Learn more about Donna Yoshida Visit Donna Yoshida's website


Our team

Melissa Taitano

Melissa Taitano

Client Service Associate