Broker Check

Meet Our Dedicated Team of Professionals

David Choi, AIF®, CPFA

David Choi, AIF®, CPFA

Chief Client Officer | Wealth Advisor

Whitney Massey

Whitney C. Massey, AIF®, CPFA, C(k)P® 

Wealth Advisor | Certified 401(k) Professional

Charles Morris

Charles Morris,  CPA

LPL Registered Principal

Jennifer Lee

Jennifer Lee, Client Services

Client Services Manager

Sabrinia  Peck

Sabrinia Peck

Relationship Manager