Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Derek Seo

Derek Seo

CFP®, APMA®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Derek Seo Visit Derek Seo's website


Our team

Jennifer Bracey

Paraplanner

Alexandria Fujisaki

Client Service Manager