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OUR AGENTS

OUR TEAM

INVESTMENT TEAM  /  WEALTH CONSULTANTS  /  OPERATIONS TEAM  /  FAMILY OFFICE TEAM

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WYATT HAY

Chief Operating Officer

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JEFF RAZORE

Business Development Officer,

Partner

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HELENE FEHLER

Director of Client Services, Partner

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TOM EULBERG, CFP®

Operations and Client Service Specialist

 

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KAELI KAAINOA

Executive Assistant

 

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STEVE CONWAY

Operations Manager

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RANDY WO-ENG

Head Trader

 

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MICHAEL JOHNSTON

Tech Contributor

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Content Marketing Manager

LINDSAY HALL

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Portfolio Analyst