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

Advisor photo for Jason Styczynski

Jason Styczynski

CRPC, CLTC®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jason Styczynski Visit Jason Styczynski's website
Advisor photo for Jing Chien

Jing Chien

Private Wealth Advisor

Learn more about Jing Chien Visit Jing Chien's website
Advisor photo for Joanne Cirocco

Joanne Cirocco

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Joanne Cirocco Visit Joanne Cirocco's website
Advisor photo for Phuong N Quach

Phuong N Quach

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Phuong N Quach Visit Phuong N Quach's website
Advisor photo for Troy Okumura

Troy Okumura

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Troy Okumura Visit Troy Okumura's website
Advisor photo for Darren Bado

Darren Bado

Associate Financial Advisor

Learn more about Darren Bado Visit Darren Bado'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