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

Nikolas H Okita

CRPC, AAMS, AWMA℠

Private Wealth Advisor

Managing Director
Learn more about Nikolas H Okita Visit Nikolas H Okita's website

Brian Wilverding

MS, CFP®, CRPC

Associate Manager

Managing Director
Learn more about Brian Wilverding Visit Brian Wilverding's website

Jean-Charles Lebours

CRPC, APMA

Private Wealth Advisor

Managing Director
Learn more about Jean-Charles Lebours Visit Jean-Charles Lebours's website

Kenneth Lee

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kenneth Lee Visit Kenneth Lee's website

Todd Volkart

APMA

Financial Advisor

Managing Director
Learn more about Todd Volkart Visit Todd Volkart's website

Karen Yi

CRPC

Registered Practice Associate

Learn more about Karen Yi Visit Karen Yi's website

Ying Wang

APMA, CRPC

Financial Advisor

Vice President
Learn more about Ying Wang Visit Ying Wang's website


Our team

Diego Cappiello

Diego Cappiello

Registered Client Service Associate

Shalena Jon

Shalena Jon

Operations Leader

Angela Perez

Angela Perez

Client Service Associate

Qualifications

  • B.S., Personal and Family Financial Planning, University of Arizona

View more
Adom Palmer

Adom Palmer

Client Service Associate,

Practice Manager