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

Erika Puzik

CFP®, BFA, ChFC®, CFS®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Erika Puzik Visit Erika Puzik's website

Asuka Sonoda

CFP®

Associate Financial Advisor

Learn more about Asuka Sonoda Visit Asuka Sonoda's website


Our team

Srishti Mishra

Srishti Mishra

Client Service Specialist

Alyssa Filippi

Alyssa Filippi

Client Service Coordinator

Melissa Johnson

Melissa Johnson

Financial Planning Specialist