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 and Associate Partner, Wealth Management Services

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

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

RITA LICHU CHAN, EA, CFP^®, CDFA^®
Senior Vice President, Operations and Executive Partner & Director, Planning Strategy

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

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

CHRISTINA KO TALBOT, CFP^®
Vice President, Wealth Management Services

CHRIS EAGLES-SMITH, CFP^®
Vice President, Wealth Management Services

AUSTIN P. HON, CFP^®
Senior Wealth Advisor, Wealth Management Services

DAVID RAIRDEN, CFP^®
Vice President, Wealth Management Services

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

BARBARA MATHESON
Wealth Advisor, Wealth Management Services

SOPHIA FENG, CFP^®
Financial Planner, Wealth Management Services