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

James G Woo

CRPC

Private Wealth Advisor

Learn more about James G Woo Visit James G Woo's website

Sarah Mack

ChFC®

Associate Financial Advisor

Learn more about Sarah Mack Visit Sarah Mack's website


Our team

Flora Qian

Operations Specialist

Kim Via

Kim Via

Client Service Coordinator