Our advisors

Neil Rahimi

CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Neil Rahimi Visit Neil Rahimi's website

Jeffrey Chen

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Jeffrey Chen Visit Jeffrey Chen's website

Kalyani Sanghavi

CFP®, CRPC, CDFA®, APMA

Private Wealth Advisor

Managing Director
Learn more about Kalyani Sanghavi Visit Kalyani Sanghavi's website

Jessica Redman

Registered Practice Associate

Learn more about Jessica Redman Visit Jessica Redman's website

Luis R Lopez

MBA, CRPC, APMA

Associate Advisor

Learn more about Luis R Lopez Visit Luis R Lopez's website


Our team

Shivam Upadhyaya

Shivam Upadhyaya

Client Service Associate

Dreamerjene White

Dreamerjene White

Operations Leader