Tony Chiu

Principal CFP
Outcome focused strategic thinker. Tony brings diverse knowledge and experience

Jasmine Pattinson

Practice Manager
Positive client engagement advocate. Jasmine’s skill set is honed for best

Elyse Liu BA

Adviser Assistant
Popular workplace communicator, Elyse has a great eye for detail.

Bonnie Chen BA

Account Manager
Talented multi – tasking manager, Bonnie delivers fast and efficient