
Time is scarce, focus on what is most important to you and entrust our team to help you create a sustainable legacy.
Meet Our Team

Aaron White, CFP®
CGO | Wealth Advisor

Adam Farid, CFP®
Wealth Advisor

Alina Lee, CFP®
Wealth Advisor

Ann Moitra
Investment Analyst

Anna Su, CPA
Tax Director

Bernice Dela Pena
Portfolio Administrator

Brady Ball, CFP®
Wealth Advisor

Brian Frazier
Co-CIO | Wealth Advisor

Brittani Depold
Client Service Associate
