Get to know our team of financial professionals & world changers.

Our Team

Anh Tran, CFP®, Esq.
Managing Partner
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Janice Hobbs, CFP®
Partner & Wealth Advisor
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Donna Potiker, CFP®
Partner & Director of Operations
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Darcey Young, FPQP®
Client Services Manager
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Dawn Asis
Director of Wealth Management
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Ray Pai, MBA, CFP®
DIRECTOR OF ADVANCED STRATEGIES
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John Wong, Esq.
Director of Advisor Resources
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Lauren Weinstein
Administrative Assistant
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Live Well. Do Good.