At Your Service
Jon Henderson
CFP®, CRPC®, CBDA
Founder
Chief Investment Officer
James Sutton
AWMA®, CBDA
Financial Advisor
Director of Portfolio Management
and Technology
Genecar Z. Vivo
CBDA
Director of Concierge Services
Office Manager
Cole Matsuura
CBDA
Financial Advisor
Director of Financial Coordination
Monica Henderson
Director of Marketing
Jason Qiu
Financial Advisor
Client Concierge
Cory Lozow
Financial Coordinator
