OUR TEAM

Exclusive Services. Powerful Wisdom. Connected Talent & Resources.

Core Personnel

Keith Brown
Keith Brown

CFP, CLU, CH.F.C, FEA, CExP™, TEP
Business Family Advisor

Dylan Brown
Dylan Brown

DIPL. T, CLU®, CHS™, CEPA™
Financial Advisor

Ivy Woo John
Ivy Woo John

MBA, GBA
Senior Advisor

Joanne Durand
Joanne Durand

Executive Assistant
& Office Manager

Erin Denroche
Eryn Denroche

CFP, CLU
Financial Planning Analyst

Astrid Loazia
Astrid Anderson

New Business
Coordinator

Katherine Danyo
Katherine Dayno

Client Care
Coordinator

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