Meet the team
Professional
Personal
Jane Beule
Founder & President
Manju George
Client Operations
Shannon Stone
Lead Wealth Advisor
Jon Hsu
Wealth Advisor
Terrence Palazzolo
Wealth Advisor
Tim Connolly
Associate Wealth Advisor
Griff Coleman
Technical Operations
Francesca Vyvyan
Client Service Associate
Chelsey Grijalva
Client Service Associate
