Broker Check

Our Team

The experience and clear vision of a financial professional can make all the difference. Our associates are here to help.

Birdia Chambers

Birdia Chambers

Marketing Consultant

Fernando Chen

Fernando Chen

Financial Advisor

Jill Huong

Jill Huong

Client Service Associate

Louis Baker

Louis Baker

Client Services Associate

Michael Oconitrillo

Michael Oconitrillo

Financial Advisor

Ruben Ugalde

Ruben Ugalde

Financial Professional

Shishir Shastry

Shishir Shastry

Financial Advisor

Sophia Holguin

Sophia Holguin

Client Services Associate

Vince Jones

Vince Jones

Financial Advisor