![](mediahandler/media/615718/Felipe Sanchez_ SE-AWMA_188x263.jpg)
Felipe Sanchez , MBA, SE-AWMA
Financial Advisor![](mediahandler/media/618093/John Lee_ Senior Financial Advisor_188x263.jpg)
John Lee
Senior Financial AdvisorFirst Vice President – Investments
![](mediahandler/media/615481/Laila Kassardjian_188x263.jpg)
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.