Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Operations and Client Service Garrett Fornander

Garrett Fornander

Director of Operations and Client Service

Photo of Director of Planning Aaron T Gong

Aaron T Gong

CFP®

Director of Planning

J Y

Jordan Young

Financial Planning Assistant

Photo of Financial Planning Assistant Joann O'Shea

Joann O'Shea

Financial Planning Assistant

Photo of Financial Planning Assistant Sabrina Zahid

Sabrina Zahid

Financial Planning Assistant

Photo of Financial Planning Assistant Rebecca Quick

Rebecca Quick

Financial Planning Assistant