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.



Our advisors

Darren Bado

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Darren Bado Visit Darren Bado's website

Jason Styczynski

CRPC, CLTC®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jason Styczynski Visit Jason Styczynski's website

Jing Chien

Private Wealth Advisor

Learn more about Jing Chien Visit Jing Chien's website

Joanne Cirocco

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joanne Cirocco Visit Joanne Cirocco's website

Phuong N Quach

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Phuong N Quach Visit Phuong N Quach's website

Troy Okumura

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Troy Okumura Visit Troy Okumura's website


Our team

Cora De Jesus

Cora De Jesus

Client Service Coordinator

Hemlata Pandit

Hemlata Pandit

Client Service Coordinator

Linh Hankins

Linh Hankins

Operations Manager

Rahul Mutreja

Rahul Mutreja

Client Service Specialist

Vidya Devaya Mundanada

Vidya Devaya Mundanada

Client Service Coordinator