Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Wealth Management Advisor Edward Lee

Edward Lee

CLU®, ChFC®, CASL®, AEP®, CFP®

Wealth Management Advisor

Photo of Financial Advisor Emil Nguyen

Emil Nguyen

CFP®

Financial Advisor

Photo of Associate Financial Advisor Caitlin Nicole Apostol

Caitlin Nicole Apostol

Associate Financial Advisor