Broker Check

Meet the Team


Melanie Tanaka

Melanie Tanaka, CFP®

Managing Director and Founding Partner

Ray Day

Ray Day, CFP®

Financial Advisor and Founding Partner

Our Advisors

Matthew Drehs

Matthew Drehs, CRPC®

Financial Advisor and Chief Investment Strategist

Client Service

Jill Rieger

Jill Rieger

Client Services and Office Manager


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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