Carl Brodie, CFP
Corporate Financial Planner
Gary Wong, MBA
REALTOR®
Chloe Yao, LLQP
Insurance Advisor
David Nguyen, CPA
Fractional-CFO & Bookkeeping
Nick Laxton, Ph.D
Fixed Income & Currency Advisor
Corinne Schindler
Mortgage Broker
Alice Chen
Private Equity Advisor
Sean Kim, CPA, CA, CFA
Tax Advisor
