Aleksander Dyo
Aleksander Dyo
Managing Director/ Founder

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

Arthur Lee
Arthur Lee
Chief Operations Officer

7+ Years of Operations Experience
15+ Companies Managed

Angie Tassone
Angie Tassone
Director of Business Relationships

20+ Years Client Relationship Experience
3000+ Clients Served
$30B+ Client Transactions

Kristy Goodman
Kristy Goodman
Investment Analyst / Administrator

25+ Years In Administration
1500+ Clients Served
30 Brokerages Serviced

Cristina Cabrera
Cristina Cabrera
Creative Manager

8+ Years Creative Experience 
50+ Fortune 50 Clients serviced

WE Can Guide You

We help our clients advance from the complexities of financial planning and become empowered, educated investors

DISCOVERY CALL

Our Goals

Z
We want small business owners to achieve greater financial security so they can thrive and make a more significant impact on the world.
Z
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.
Z

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.

Z
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.
Skip to content