Our Team
Here By Your Side Every Step of The Way
Phil Toop
Co-Founder
Managing Director
Principal Wealth Partner
Lili Hong
Senior Wealth Partner
Financial Planning
Brent Fielder
Senior Wealth Partner
Investments
First Name
Co-Founder
Managing Director
Principal Wealth Partner
Daniel Ardern
Senior Wealth Partner
Investments
Ayse Kreilaus
Senior Wealth Partner
Financial Planning
Jeremy Bogovac
Wealth Partner
Financial Planning
Ben Toop
Business Operations Manager
Jennifer McCoy
Wealth Support Manager
Michelle Qi
Client Success & Brand Strategist
Damien Dinh
Intern
Financial Planning
Angelica Valcorza
Senior Wealth Analyst
Maria Snegovaya
Senior Wealth Analyst
