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Our Team

We Build Long-Term Relationships

Creating an enduring financial plan is not a one-time event. It requires an ongoing relationship with a team that knows your story and guides your journey.

Our Founders

Managing Director and Co-Founder


Senior Financial Advisor, CFP

Financial Planner, CFP

Senior Financial Advisor, CFP CLU and CHS

Financial Advisor, EPC

Financial Advisor, CFP

Business Counselor


Aviegaile Jaurigue

Investment Solutions Manager

Shreya Shah

Investment Administrator

Efua Aidoo

Administrative Specialist

Imee Chow

Office Manager

Sara McLean

Administrative Assistant

George Ong

Administrative Assistant

Pawandeep Kaur

Administrative Assistant

Jessica To

Administrative Assistant

Vami Pan

Administrative Assistant

Haelim Seo

Administrative Assistant

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Take the first step on your new financial journey.

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