Meet the Team
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![Portrait of a smiling man in a blue blazer and white shirt against a dark background.]()
Joe Cefalu
Managing Partner
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![Portrait of a young Asian man with short black hair, wearing a dark suit, light gray shirt, and a dark tie, smiling in front of a blurred cityscape background.]()
Peter Jiang
Chief Investment Officer
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![A professional woman with long dark curly hair, wearing a black blazer, white blouse, pearl necklace, and earrings, smiling at the camera.]()
Kathy Cefalu
Chief Administration Officer
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![A young man with dark curly hair, light skin, wearing a black suit and white shirt, smiling against a plain white background.]()
Tommy Cefalu
VP of Growth | Financial Advisor
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![A woman with long dark hair, smiling, wearing a blazer and jewelry, sitting indoors with a flower arrangement in the background.]()
Laura Shehab
Relationship Manager
