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

Investment Advisor, Portfolio Manager, VP
Investment Advisor, Portfolio Manager, CFA, CIM
Investment Advisor, CIM CFP
Investment Advisor, CIM

Sue Shokar

Investment Associate

Angel Payumo


Charlotte Torrie


Contact us

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