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