Award Winning Registered Investment Advisor*

Award Winning Registered Investment Advisor*

Unbiased Advice From Our Team

Advisory Team

Gabriel Shahin CFP®, AIF®, MBA

President and CEO

Min Song CFP®, AIF®

Principal

Michael Jensen, CFP®

Managing Partner

Kevin Mayo CFP®, MBA

Managing Director

Zackary Royce, CFP®

Regional Director

Ryan Perry CFP®, AIF®

Financial Planner

Ron Guay CFP®, EA

Financial Planner