Your Vision, Our Commitment
Ida Chen
Financial Advisor
Secure Today, Prosper Tomorrow.
My Team
At the core of our practice is a team dedicated to your success and well-being. We strive to build enduring relationships with our clients, taking the time to understand your unique aspirations and challenges. We're here to guide you at every stage, offering tailored support, clear communication, and expert financial advice. We believe in working collaboratively to ensure you feel informed and confident in your decisions, helping you achieve long-term financial security and the future you dream of.
Ida Chen
Financial Advisor
Ida, born and raised in NYC, draws inspiration from her hardworking immigrant parents from China. She graduated with honors in Finance from the University of Buffalo and is passionate about empowering others. Ida loves building meaningful connections and understanding what motivates people. In her free time, she enjoys reading, traveling, and spending time with her dog, Yvie.
Lolita Kravchenko Nieto
Operations Associate
Lolita entered the finance sector in 2015 after earning her Bachelor of Business Administration in Corporate Finance and Investment Banking. As our team's Financial Planning Specialist, she brings valuable experience and insights to both our clients and our firm. Lola helps streamline the client experience from start to finish, ensuring a smooth onboarding process and continuous support throughout their financial planning journey.
J. Duffy Collins
Associate Director of Planning
Duffy is a proud Boston College graduate, where he earned a Bachelor of Science in Finance and Marketing in 2019. He began his career as a financial advisor with Northwestern Mutual that same year. Driven by a passion for helping individuals efficiently create and preserve wealth, Duffy joined our team in March 2024 as the Investment and Planning Assistant Director.
Duffy specializes in data-driven analysis and investment research. His keen eye for detail and market trends ensures that our clients receive informed and strategic financial advice. He is committed to optimizing financial plans to maximize growth and security.
