Our advisors

Brian Langford

Brian Langford

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Langford Visit Brian Langford's website
Charles C Lee

Charles C Lee

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charles C Lee Visit Charles C Lee's website

Our team

Mary Cooper

Mary Cooper

Client Service Manager

Joyce Boeck

Joyce Boeck

Administrative Assistant

Lisa Marcheschi

Lisa Marcheschi

Client Service Coordinator

Morgan Kim

Morgan Kim

Marketing Manager

Sacha Loudon

Sacha Loudon

Financial Planning Assistant