With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Paolo Maressa Yamamoto

CRPS, APMA®

Associate Manager

Vice President
Learn more about Paolo Maressa Yamamoto Visit Paolo Maressa Yamamoto's website

Jason Garofalo

APMA®

Private Wealth Advisor

Managing Director
Learn more about Jason Garofalo Visit Jason Garofalo's website

Justin Cameron

APMA®

Financial Advisor

Learn more about Justin Cameron Visit Justin Cameron's website


Our team

JASON SWOBE

JASON SWOBE

Registered Client Service Associate

Lourdes Flores

Lourdes Flores

Client Service Specialist