Audrey ColemanFounder / Financial Advisor CFP®, CKA® Janice ThompsonFounder / Family Legacy Director MSFS, CFP®, CKA®, CEPA® Anthony SafferCEO / Financial Advisor CFP®, CKA® Alex OkugawaFinancial Advisor CFP®, CKA®, CEPA® Jody ThomasonFinancial Advisor CFP® Jeff LuebeClient Services Manager Jill SchillerOffice Manager Matthew CalcagnoFinancial Planning Associate CFP® Nolita T. RamirezReceptionist
