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

Jason D Sands

Financial Advisor

Managing Director
Learn more about Jason D Sands Visit Jason D Sands's website

Robert Kay

CFP®

Financial Advisor

Vice President
Learn more about Robert Kay Visit Robert Kay's website


Our team

Lina Vu

Lina Vu

Client Service Associate

Teresita Miranda

Teresita Miranda

Client Service Associate