Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team

Photo of Brett Creed, Senior Wealth Advisor & Portfolio Manager, member of the team of experts.

Senior Wealth Advisor & Portfolio Manager

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Photo of Jeff Rivett, Wealth Advisor & Portfolio Manager, member of the team of experts.

Wealth Advisor & Portfolio Manager

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Photo of Anisa Mulijani, Wealth Advisor, member of the team of experts.

Wealth Advisor

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Photo of Zachary Der, Senior Wealth Associate, member of the team of experts.

Zachary Der

Senior Wealth Associate

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Photo of Sue Shokar, Wealth Associate  , member of the team of experts.

Sue Shokar

Wealth Associate

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Photo of Philip Mak, Wealth Associate, member of the team of experts.

Philip Mak

Wealth Associate

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Photo of Peter Slavkovsky, Wealth Offering Manager, member of the team of experts.

Peter Slavkovsky

Wealth Offering Manager

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Photo of Angel Payumo, Associate, member of the team of experts.

Angel Payumo

Associate

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Photo of Rosa Maghsoudloo, Associate member of the team of experts.

Rosa Maghsoudloo

Associate

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Contact us

Get contact information for our team members and find out where our offices are.