Who We Are

Our advisers and support team are here to help you, every step of the way.

A middle-aged man wearing glasses, a white shirt, and a dark blazer, smiling indoors near a window with curtains.

James Cruz

Lead Adviser

Black and white portrait of a smiling young man with short hair, wearing a light-colored blazer and a collared shirt, standing in front of a blurred background.

Joshua Gray

Financial Adviser

Smiling woman with long blonde hair wearing a black turtleneck and necklace, standing in front of sheer curtains with blurred outdoor trees visible.

Makenzie Raudonikis

Client Services Co-Ordinator

A smiling woman with shoulder-length hair, wearing a light-colored top and dark pants, standing indoors with a blurred background.

Karen Cruz

Office Manager

A woman with long hair wearing a short-sleeve shirt and high-waisted pants, smiling with one hand in her pocket, against a plain white background.

Christy Ibeagi

Client Service Manager