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Charlie Duryee

Associate Director

Holly Lai

Associate Director

Amber Veronique

Associate Director

Hoi Yee Wong

Team Lead

Ryan Gaynor

Associate Director

Ashley Cabral

Wealth Associate

Athena Cheuk

Wealth Associate

Stephanie Farese

Wealth Associate

Taylor Jester, AAMS®

Wealth Associate

Emily Smith

Wealth Associate

Chelsea Xu

Senior Wealth Associate

Jack Farrar

Wealth Associate

Taylor Schaufel

Junior Associate