OUR TEAM

Exclusive Services. Powerful Wisdom. Connected Talent & Resources.

Core Personel

Keith Brown
Keith Brown

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

Dylan Brown
Dylan Brown

DIPL. T, CLU, CHS
Insurance Advisor

Ivy Woo-John Profile
Ivy Woo John

MBA, GBA
Senior Advisor

Joanne Durand
Joanne Durand

Executive Assistant
& Office Manager

Eryn Denroche
Eryn Denroche

CFP, CLU
Financial Planning Analyst

Astrid Loazia
Astrid Loaiza

Administrative
Associate

Julie Malo

Administrative
Associate

Contact Us

We're here to help