Get to know our dedicated team

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

Photo of Financial Advisor Hannah L Morando

Hannah L Morando

ChFC®

Financial Advisor

Photo of Associate Financial Representative Tia Lovell

Tia Lovell

B.S., CLU®

Associate Financial Representative

Tia is passionate about working with young, hardworking individuals to get set up for their future. Tia is from Hawaii and attended school at Santa Clara University. She has her CLU.

Photo of Director of Planning Aaron T Gong

Aaron T Gong

CFP®

Director of Planning

Photo of Insurance Operations Associate Rebecca Quick

Rebecca Quick

Insurance Operations Associate

J Y

Jordan Young

Investment Operations Associate