Who We Are2018-07-05T19:01:15+00:00

Who We Are

Our team members represent an impressive array of expertise in areas that matter to you—financial planning, market analysis, portfolio construction, and estate planning to name a few. And while each of our values and strengths are colored by life’s unique experiences, we all share the belief that our business is about you as much as it is about your portfolio.

Herman KongMark IwamotoRhonda DucoteBenjamin LauLandon Yoshida
William PughChris WhitakerLaura DeVoreJennifer OlsonAlan Ahmatovic
Shawn CovarrubiasJoey GonzalesLindsay Duran