Meet Our Team

As your private wealth group, it is our commitment to develop our relationship and play a key role in helping you achieve your personal and financial goals. Clients often seek our advice on financial matters that go beyond the scope of their investment portfolios, and we welcome it.

Working closely together, we are committed to improving the lives of others. We strive to provide our clients with premier services and robust tools to help them reach a comfort level in the pursuit of financial security.

Together, our mission is to build long-term relationships based on trust and provide sound professional advice and superior service. We are fully invested in you.


Click each individual's picture to see their story.

Jonathan T. Tanaka, CPWA

Private Wealth Financial Advisor
Managing Director - Investments

Elway H. Le

Managing Director - Investments

Brandon Saito, MBA

First Vice President - Investments

Analiza T. Lopez

Private Wealth Senior Registered Client Associate

Shelley Dakan

Senior Registered Client Associate

Ricky Gomez

Client Associate