Unbiased Advice From Our Team
Advisory Team
Gabriel Shahin CFP®, AIF®, MBA
President and CEO
Steve Holdsworth CFP®, MBA
Financial Planner
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
Matthew Shahin CFP®, MBA
Regional Director
Michael Caster, CFP®
Financial Planner
