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

Advisor photo for Edward Anthony Conti

Edward Anthony Conti

ChFC®

Private Wealth Advisor

President of Vuecrest Wealth Management
Learn more about Edward Anthony Conti Visit Edward Anthony Conti's website
Advisor photo for Jeffrey Faber

Jeffrey Faber

CFP®, ChFC®

Financial Advisor

Chief Operating Officer of Vuecrest Wealth Management
Learn more about Jeffrey Faber Visit Jeffrey Faber's website


Our team

Janie Yu

Janie Yu

Executive Assistant,

Marketing Manager
Halimatul Amaliah Troxel

Halimatul Amaliah Troxel

Client Concierge

Blake Larsen

Blake Larsen

Client Service Specialist