Team

Marshall Brentnall Director & Personal Financial Adviser

Jeff Thurecht Director & Personal Financial Adviser

Jules Knox Director & Personal Financial Adviser

Melody Edwards Personal Financial Adviser

Mia Taylor Personal Financial Adviser

Kathryn Fitch-Daniels Personal Financial Adviser

Belinda Marley-Wallace Head of Operations & Compliance

Kristi Teasel Lending Associate

Hung Nguyen Associate Adviser

Kate Ferraro Marketing Manager

Randie Chiong Financial Planning Assistant

Che Balbin Financial Planning Assistant

Jessica Villaver Financial Planning Assistant

Jacob Cai Personal Financial Concierge

Matt Last Associate Adviser

Jenny Porter Personal Financial Concierge

Marina Avelar de Abreu Office Receptionist

Erykah Alinas Financial Planning Assistant

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