Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Derek Seo

CFP®, APMA, CLTC®

Financial Advisor

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


Our team

Jennifer Bracey

Paraplanner

Megan Dye

Operations Director

Alexandria Fujisaki

Client Service Manager