Our advisors

Andrew Gotianse

AAMS, CMFC, APMA

Financial Advisor

Managing Director
Learn more about Andrew Gotianse Visit Andrew Gotianse's website

Dong Choi

CFP®

Financial Advisor

Managing Director
Learn more about Dong Choi Visit Dong Choi's website


Our team

Elena Garcia

Elena Garcia

Client Service Associate

Tenisha Phillips

Tenisha Phillips

Client Service Associate,

Practice Manager