Our Mission

Help everyone we touch live a happy, healthy and financially enriched life.

To this end, we are dedicated to providing meaningful financial services and guidance through highly competent employees and partners who embody high ethics, care, respect, teamwork, friendship and fun.

Our Vision

Our vision is to provide our customers with the best financial services, guidance and experience possible. 

We are building a company where our:
  • Employees - Love to work
  • Customers - Love to bank with us
  • Partners - Love to work with us
  • Community - Loves and appreciates our contributions
  • Shareholders - Are rewarded by the building of long term value

Our Values
  • High ethics 
  • Care 
  • Respect 
  • Teamwork 
  • Friendship, and 
  • Fun
Tracy Lam, Stella Jiang, Eralda Xhebrahimi, Stella Shiu, Kevin Benes, Dorine Chan, Mark Ricca, David Christiensan, Natalie Khandros, Li Chen, Garrett Michaels and Sharon Silver

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