Our Advisors

Neil Rahimi

Neil Rahimi

Private Wealth Advisor

Jeffrey Chen

Jeffrey Chen

Private Wealth Advisor

Kalyani Sanghavi

Kalyani Sanghavi

Financial Advisor

Luis R Lopez III

Luis R Lopez III

Financial Advisor

Our Staff

Ashley Laird

Ashley Laird

Registered Client Service Associate
Dreamerjene White

Dreamerjene White

Operations Leader
Megan Arevalo

Megan Arevalo

Registered Client Service Associate