Our Advisors

Neil Rahimi

Neil Rahimi

Private Wealth Advisor

Jeffrey Chen

Jeffrey Chen

Financial Advisor

Kalyani Sanghavi

Kalyani Sanghavi

Financial Advisor

Luis R Lopez III

Luis R Lopez III

Financial Advisor

Our Staff

Tammy Bircher

Registered Client Service Associate
Dreamerjene White

Dreamerjene White

Operations Leader
Ashley Laird

Ashley Laird

Registered Client Service Associate
Megan Arevalo

Megan Arevalo

Registered Client Service Associate