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Meet Our Advisors

RC
Rachel Chen
Senior Wealth Advisor
Retirement & Estate Planning
18+
Yrs
142
Clients
★ 5.0
Rating
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DM
David Morrison
Portfolio Manager
Growth & Tech Equities
14+
Yrs
98
Clients
★ 4.9
Rating
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MT
Michael Taylor
Certified Public Accountant
Tax Strategy & Wealth Preservation
16+
Yrs
134
Clients
★ 5.0
Rating
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DA
Dominic Alexander
AI & Technology Strategist
Algorithmic Trading & AI Investing
11+
Yrs
178
Clients
★ 4.9
Rating
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LP
Laura Perez
Trust Specialist
Trust & Estate Structuring
21+
Yrs
87
Clients
★ 5.0
Rating
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SB
Sarah Blackwell
Crypto & Digital Assets
DeFi & Digital Asset Strategy
9+
Yrs
211
Clients
★ 4.9
Rating
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MT
Marcus Thompson
Risk Management Advisor
Hedging & Portfolio Protection
22+
Yrs
74
Clients
★ 5.0
Rating
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AK
Aria Kim
Head of Digital Assets
Crypto Custody & Strategy
11+
Yrs
156
Clients
★ 4.8
Rating
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