Advisor Team

GEORGE K. W. CHIN, MS
President and Chief Operating Officer

TONY DESZILY MBA, CFP®
Managing Director and Senior Partner, Wealth & Investment Strategy Communications

GEOFFREY S. CABLE MS, CFP®
Managing Director and Executive Partner, Wealth & Planning Strategy

ELAINE LUGO, CFP®
Senior Vice President and Partner, Wealth Management Services

ANGIE M. HAGER, CFA, CFP®
Senior Vice President, Wealth Management Services

ROBERT K. JACQUES MBA, CFP®
Senior Vice President and Partner, Wealth Strategy

RITA CHAN, CFP®, EA
Strategic Operations Manager, Partner, Planning Strategy

DUSTIN R. TONG, CFP®, ChSNC™
Vice President and Associate Partner, Wealth Management Services

SONIA M. MAKSYMIUK, CFP® CDFA™
Vice President, Wealth Management Services

CAROLINE S. EGAN, CFP®
Senior Vice President, Wealth Strategy

CHRISTINA T. KO, CFP®, CRPC®, CDFA®
Senior Wealth Advisor, Wealth Management Services

CHRIS EAGLES-SMITH, CFP®
Senior Wealth Advisor, Wealth Management Services

AUSTIN HON, CFP®
Senior Wealth Advisor, Wealth Management Services

DAVID R. RAIRDEN, CFP®
Senior Wealth Advisor, Wealth Management Services

MATTHEW J. FAUBION, CFP®
Wealth Advisor, Wealth Management Services

SOPHIA FENG, CFP®
Financial Planner, Wealth Management Services