Meet Your Advisors

Our team is made of professionals with many combined years of experience helping create solutions for complex wealth needs.

Mary Mai

Senior Vice President - Investment Officer
Senior Financial Advisor

Emmanuel Angelopoulos, CRPC

Managing Director - Investments
Senior Financial Advisor

Daniel L. Weidenhammer

Registered Client Associate

We believe in empowering our clients

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy designed to work for you. 

Meet Our Team

Elevate Your Expectations

Working with means you are entitled to receive:

A thoroughly-vetted wealth management strategy based on your needs. 

Recurring check-ins and reviews to discuss your portfolio. 

Service from professionals devoted to improving their skill.