Our advisors

Our team

Kamala Davis

Kamala Davis

Client Service Manager,

Operations Specialist

Qualifications

  • Notary Public

Roles & Responsibilities

  • Client Service
  • Appointment Scheduling
  • Business Processing
  • Money Movement & Transfers
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Kristine Evangelista

Kristine Evangelista

Financial Planning Assistant,

Administrative Assistant

Qualifications

  • B.A. in Economics

Roles & Responsibilities

  • Client Data Collection & Review
  • Financial Planning Preparation
  • Advisor Website & Social Media Management
  • General Client Service
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