GEORGE K. W. CHIN, MS
President and Chief Operating Officer
TONY DESZILY, MBA, CFP®
Managing Director and Executive 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®, CSRIC™
Senior Vice President, Partner, & SRI Specialist, Wealth Management Services
ROBERT K. JACQUES, MBA, CFP®
Senior Vice President and Senior Partner, Wealth Strategy
CAROLINE S. EGAN, CFP®
Senior Vice President and Executive Partner, 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
DAVID RAIRDEN, CFP®
Vice President, Wealth Management Services
BARBARA MATHESON, CFP®
Wealth Advisor, Wealth Management Services
PHILIP QUITORIANO, CFP®
Wealth Advisor, Wealth Management Services
SOPHIA FENG, CFP®
Financial Planner, Wealth Management Services
