MEET REAL PROFESSIONALS
General Manager
Theresa brings over 17 years of experience where she has worked with a number of big brand names.
Accountant
Harold has more than 15 years of experience providing financial advisor services across all channels.
Director
With a strong knowledge base across many industry verticals, Virginia is the ideal director who stands for clients’ interests.
Audit Manager
Having touched all channels of financial planning in his career, Peter’s methodology has become the industry standard that others attempt to emulate.