Our Team
Meet your financial planning team
Our team brings together certified financial planner qualifications, decades of combined experience across the finance industry, and a genuine commitment to professional excellence in every client relationship.
Associate
Darius Duvel
Member Services Manager
Marnie McGaffin
Senior Paraplanner
Jasmine Nguyen
Head of Marketing
Louise O'Reilly
Member Services Manager
Alex Arrieta
Member Services - Onboarding
Shiela Ytang
Member Services
Janessa San Andres
Member Services
Rolf Codilla
Spottrader/Head of Pats