Our people speak three languages:

1. English
2. Tax
3. Business

Our team is like family to our clients. Just without all the baggage and matching DNA. When we earn your trust and the opportunity to protect your net worth, we don’t take it lightly. We deliver on our promises with trademark innovation and collaboration and earn our invite to the next family dinner.

Our People

Protecting you is what we do. Meet the people who can protect your legacy:

PARTNERS

Douglas Stein

Evita “EJ” Jantaraweragul

Associates

Bingjie Zhu

Kierra Powell

PROFESSIONAL STAFF

Karine Oliveira

QUOTES

Highly competent, results oriented advisors:

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