Our Team
Birdia Chambers
Marketing Consultant
Choong Kim
Financial Professional
Daniel McElderry
Financial Advisor
Edward Brown
Financial Advisor
Fanny Kim
Financial Professional
Jasmine Butcher
Recruiting Coordinator
Jill Huong
Client Service Associate
Joanne Lee
Financial Professional
Louis Baker
Client Services Associate
Michael Stern CFP® CPA
Financial Advisor
Ruben Ugalde
Financial Professional
Shishir Shastry
Financial Advisor
Sophia Holguin
Client Services Associate
Yingshu Grace Jiang
Financial Professional