Our advisors

Our team

Chaelon Richardson

Chaelon Richardson

Client Service Coordinator

Qualifications

  • B.A. in Hospitality Management - California State University Sacramento, Sacramento CA
  • Associates in Psychology - Hartnell College, Salinas CA

Roles & Responsibilities

  • Marketing
  • Events
  • Scheduling
  • Client Data
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Karen Remo

Karen Remo

Receptionist

Jeremy Iniguez

Financial Planning Assistant

Qualifications

  • B.S in Business Administration and Finance - San Jose State University, CA

Roles & Responsibilities

  • Team Support Analyst
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Matthew Dworkin

Assistant

Personal Intro

Summer 2020 Intern

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