Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Cassidy E Tepper

CRPC

Private Wealth Advisor

Learn more about Cassidy E Tepper Visit Cassidy E Tepper's website

Jonah Y Ching

Associate Financial Advisor

Learn more about Jonah Y Ching Visit Jonah Y Ching's website


Our team

Rochelle Arruda

Rochelle Arruda

Client Service Coordinator

Roles & Responsibilities

  • Azure Wealth Advisors Private Client Experience
  • Business Processing
  • Business Operations
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Charlee Martin

Charlee Martin

Client Concierge

Roles & Responsibilities

  • Azure Wealth Advisors Private Client Experience
  • Business Processing
  • Calendar Management
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