OUR TEAM
Exclusive Services. Powerful Wisdom. Connected Talent & Resources.
Core Personel
Keith Brown
CFP, CLU, CH.F.C, FEA, CExP™, TEP Business Family Advisor
Dylan Brown
DIPL. T, CLU, CHS
Insurance Advisor
Ivy Woo John
MBA, GBA
Senior Advisor
Joanne Durand
Executive Assistant
& Office Manager
Eryn Denroche
CFP
Financial Planning Analyst
Astrid Loaiza
Administrative
Associate
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