Meet the team

Professional

Jane Beule

Founder & CEO

Manju George

Chief Compliance Officer & Director of Operations

Jon Hsu

Wealth Management Specialist

Terrence Palazzolo

Lead Wealth Advisor

Henry Reed

Associate Wealth Advisor

Kyla SyCip

Paraplanner

Griff Coleman

Technical Operations

Francesca Vyvyan

Technical Operations Associate

Carol Chang

Client Service Associate

What can we help you find?

A multicolored pie chart with several segments of varying sizes, including prominent red, yellow, and pink sections. The chart is displayed on a light gray background. No labels or data values are visible.

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)
A laptop screen displaying a financial management dashboard with account balances, net worth, investment details, and financial goals for users named James and Stephanie Chaplin.

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budget & Spending
Logo of NetXInvestor featuring the text "NETX" in gray and "INVESTOR" in orange, with a stylized arch above the text.

NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications