Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

We provide consistent and timely financial advice that takes into consideration the client’s personal situation to help them achieve their lifelong goals.

Our team of finance and customer service professionals are motivated to understand your personal, family and professional situation and communicate with you with empathy, honesty and clarity.

Our team of experts

Senior Wealth Advisor & Portfolio Manager
Senior Wealth Advisor & Portfolio Manager
Wealth Advisor & Portfolio Manager

Chelsea Woodman

Senior Wealth Associate

Andrew Vooys

Wealth Associate

Meaghan St. Louis


Carl Kaucher


Phelim Yan


Contact us

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