team

Peter Szeto<small> CPA, CMA, MBA</small>

Peter Szeto CPA, CMA, MBA

Senior Investment Advisor
Jason Park<small> PFP</small>

Jason Park PFP

Investment Advisor
Don Lim

Don Lim

Senior Investment Advisor
Adam Conconi

Adam Conconi

Investment Advisor
Jennie Chen <small> BA</small>

Jennie Chen BA

Associate Investment Advisor
Marie Wong <small> MBA</small>

Marie Wong MBA

Associate Investment Advisor