Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Stephen Park has nearly 20 years of experience on Wall Street, mainly serving his duties on the institutional side of the finance industry. Most of his time was spent at a Hedge Fund where he held the position of Head Trader. He was a...
Branch Operations Manager
Branch Marketing Associate
Linda has more than 20 years of experience in the financial planning field. As Branch Marketing Director, she is in charge of advertising, organizing seminars and client events, client relations and managing the firm’s website....
Karen assists with marketing, organizing client events and managing all aspects of our office, but her strength is the superior service she provides to our clients. Her friendly smile and warm laughter greets clients and prospects as...