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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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