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Meet the Team

Our Advisors

Client Service

Jill Rieger

Jill Rieger

Client Services and Office Manager

Legal/Compliance

Donald Tanaka

Donald Tanaka

Chief Compliance Officer

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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