Aleksander Dyo
Managing Director/ Founder
17+ Years Advisory Experience
300+ Business Clients Served
$40MM+ Tax Savings Generated
Arthur Lee
Chief Operations Officer
7+ Years of Operations Experience
15+ Companies Managed
Angie Tassone
Director of Business Relationships
20+ Years Client Relationship Experience
3000+ Clients Served
$30B+ Client Transactions
Kristy Goodman
Investment Analyst / Administrator
25+ Years In Administration
1500+ Clients Served
30 Brokerages Serviced
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
Our Goals
We want small business owners to achieve greater financial security so they can thrive and make a more significant impact on the world.
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.
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.
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.