Melanie Tanaka, CFP®
Managing Director and Founding Partner
Matthew Drehs, CRPC®
Financial Advisor and Chief Investment Strategist
Ann Cooper, CFP ®
Financial Advisor
Hadley Nielson, CFP®, BFA™
Financial Professional
Sharon Payne
Registered Associate
Jill Rieger
Client Services and Office Manager
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.