Our team
A dedicated team of fiduciaries, planners, and strategists
We believe that the best financial guidance comes from close collaboration. Our professionals bring together diverse expertise in wealth advisory, tax strategy, and estate coordination to build holistic solutions centered entirely on your long-term success.
Keith Kim, CFP®, ChFC®, CEPA®
Founder & Managing Partner
Mike Woods, CFP®, CDFA
Managing Partner & Director of Planning Strategies
Brett Richards, CFA, MBA
Director of Wealth Management
Tina Kim
Senior Business Consultant
Preeti Malik, MBA
Managing Director, Business & Institutional (B&I) Group
Bill Frechtman, ChSNC®
Financial Adviser
Leighton Smith
Client Experience Director
Jennifer Cho
Client Services Manager
Pamela Hoppe
Get in touch
Let's start with a conversation about where you are today.
The right advisory partner makes the difference between a plan on paper and a plan that actually happens. Reach out and we'll set up time to talk through your situation.