Meet the team
Professional
Personal
Jane Beule
Founder & CEO
Manju George
Chief Compliance Officer & Director of Operations
Jon Hsu
Wealth Advisor
Terrence Palazzolo
Wealth Advisor
Tim Connolly
Associate Wealth Advisor
Kyla SyCip
Paraplanner
Griff Coleman
Technical Operations
Francesca Vyvyan
Technical Operations Associate
Chelsey Grijalva
Client Service Associate
