Our advisors

Advisor photo for Andrew Gotianse

Andrew Gotianse

Financial Advisor

Vice President
Learn more about Andrew Gotianse Visit Andrew Gotianse's website
Advisor photo for Dong Choi

Dong Choi

CFP®

Financial Advisor

Managing Director
Learn more about Dong Choi Visit Dong Choi's website


Our team

Elena Garcia

Elena Garcia

Client Service Associate

Tenisha Phillips

Tenisha Phillips

Client Service Associate,

Practice Manager