Team
Our Team
Your Financial Success Starts With the Right People
We're a team of dedicated experts committed to your success. With experience, love and passion, we work together to
support your goals every step of the way.
James Carter
Senior Financial Strategist
Linda Wong
Wealth Management Advisor
Alexis Monroe
Client Relationship Manager
Alexis Monroe
Client Relationship Manager
James Carter
Senior Financial Strategist
Linda Wong
Wealth Management Advisor
Alexis Monroe
Client Relationship Manager