Aleksander Dyo
Managing Director/ Founder

17+ Years Advisory Experience
300+ Business Clients Served
$40MM+ Tax Savings Generated

 

Howard Lee
Senior Financial Planner

22+ Years Advisory Experience
180+ Business Clients Served
$60MM+ Tax Savings Generated

 

Angie Tassone
Director of Business Relationships

14+ Years Client Relationship Experience
3000+ Clients Served
3000+ Client Transactions Processed

 

Justin Vivian
Investment Analyst / Administrator

5+ Years Investment Analyst Experience
1000+ Investment Reports Generated
$15B+ Total Assets Analyzed

 

Our Goals

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We want small business owners to achieve greater financial security so they can thrive and make a more significant impact on the world.
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We want our clients to continue to grow their wealth, even after retirement, so they can provide for their loved ones for generations to come.
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We want to help our clients increase their wealth quicker and more efficiently by continually researching the latest trends in financial planning and proactively developing new strategies and products.

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We want our clients to feel confident knowing our team of experts is on hand to answer questions, solve problems, and be the go-to resource for tax savings, retirement planning, and investment management.
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