Meet the team Professional Personal Jane BeuleFounder & PresidentRead More + Manju GeorgeClient OperationsRead More + Shannon StoneLead Wealth AdvisorRead More + Jon HsuWealth AdvisorRead More + Terrence PalazzoloWealth AdvisorRead More + Tim ConnollyAssociate Wealth AdvisorRead More + Griff ColemanTechnical OperationsRead More + Francesca VyvyanClient Service AssociateRead More + Chelsey GrijalvaClient Service AssociateRead More + Jane BeuleFounder & PresidentRead More + Manju GeorgeClient OperationsRead More + Shannon StoneLead Wealth AdvisorRead More + Jon HsuWealth AdvisorRead More + Terrence PalazzoloWealth AdvisorRead More + Tim ConnollyAssociate Wealth AdvisorRead More + Griff ColemanTechnical OperationsRead More + Francesca VyvyanClient Service AssociateRead More + Chelsey GrijalvaClient Service AssociateRead More + Learn about things that matter in a way that is meaningful. See our event schedule