Our Team
Phillip L. Wong
Managing Director / Firm Owner
Christine Theroux, CPFA, CFP®
Director of Financial Planning
Angie Wong
Facilities Manager
Caroline Ginovker
Assistant to Managing Director
Robert Lanciault, CLU, ChFC
Registered Client Service Associate
Aaron Spelker, CFA
Plan Consultant
Ally Wong
Financial Advisor
Olivia Sanderson
Client Service Associate
Liam Peck
Client Service Associate
Mike Prevost
Plan Consultant
Joe Ehmann
401(k) Specialist
Karen Emma
Financial Advisor