We Are Ready to Serve You.
Jim Weglein
Independent Financial Advisor / Business Owner / Husband / Father / Rational Optimist / Growth Minded / Always Curious / Tennis, Squash Enthusiast
Tony Assadi, CFA
Independent Financial Advisor / Certified Financial Analyst (CFA) Charter Holder / Health & Fitness Maven
Lisa Lau
Director of Operation & Marketing / Mother / Artist / Cyclist / Naturalist
