At Your Service

  • Portrait of a man in a suit and white shirt against a gray background.

    Jon Henderson, CFP®, CRPC®, CBDA

    Founder
    Chief Investment Officer

    Meet Jon
  • Man in a suit with a gray background, smiling, with a beard and gray hair.

    James Sutton, AWMA®, CBDA

    Financial Advisor
    Director of Portfolio Management and Technology

    Meet James
  • Portrait of a woman smiling, wearing a black and white striped shirt and a necklace, with long dark hair, against a gray background.

    Genecar Z. Vivo, CBDA

    Director of Concierge Services
    Office Manager

    Meet Gen
  • A man wearing a gray suit and blue shirt smiling at the camera, with a neutral background.

    Cole Matsuura, CBDA

    Financial Advisor
    Director of Financial Coordination

    Meet Cole
  • A man in a blue blazer and light blue shirt smiling against a gray background.

    Cory Lozow

    Financial Coordinator

    Meet Cory
  • Portrait of a smiling man wearing glasses, a light gray shirt, and a blue tie against a gray background.

    Jason Qiu

    Client Concierge

    Meet Jason
  • Smiling woman with dark hair, wearing a dark top, against a neutral background.

    Monica Henderson

    Director of Marketing

    Meet Monica