The Business Team
John Harris
- Chief Financial Officer
John has over 30 years of experience in financial planning and wealth management, providing strategic oversight and leadership in our financial operations.
Samantha Lee |
- Head of Client Relations
Michael specializes in market analysis and investment portfolio construction, using his sharp analytical skills to maximize client returns.
Michael Zhang
- Director of Investment Strategies
Samantha leads our client services team, focusing on delivering exceptional service and nurturing long-term client relationships.
Laura Gibson
- Senior Estate Planner
Laura provides comprehensive estate planning advice, helping clients navigate complex legal and tax considerations with ease.