Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Eric Han

JD, MBA, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Eric Han Visit Eric Han's website

Sumer Tatangelo

APMA

Associate Financial Advisor

Learn more about Sumer Tatangelo Visit Sumer Tatangelo's website

Henry Plata

CRPC, APMA

Private Wealth Advisor

Learn more about Henry Plata Visit Henry Plata's website

James Rohn

CFP®, APMA

Financial Advisor

Learn more about James Rohn Visit James Rohn's website