Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
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Regan expertly orchestrates organizational efficiency and CRM finesse. With a keen eye for detail, she bridges operational gaps, ensuring seamless client service and team synergy. Beyond her tactical prowess, Regan finds solace in reading, organizing, and tackling puzzles, all while savoring the harmony of music.
Alicia thrives in training, coaching, and client service within insurance and annuities. Her greatest joy is empowering colleagues and clients to realize their full potential. Outside work, she unwinds by playing video games, exploring new destinations, basking in the sun, delving into books, and discovering culinary delights.
Languages Spoken: Mandarin & Taiwanese
SIE - Securities Industry Essentials Examination
Series 7 - General Securities Representative Examination
FL 2-15 – Life Insurance, Health Insurance, & Variable Annuity
Katrina expertly manages client interactions, scheduling, and data updates. She’s driven by a passion for assisting individuals in navigating their financial journey. Outside of work, she enjoys attending concerts, soaking up the sun, spending time with family and friends, gardening, and painting.
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