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Our Team

Kenji Kimura, QPFC<sup>®</sup>

Kenji Kimura, QPFC®

Vice President

Erik M. O'Neill, CFP<sup>®</sup>  , CRPC<sup>®</sup>

Erik M. O'Neill, CFP® , CRPC®

Founder, Managing Partner

Patrick M. Markey, CFP<sup>®</sup>

Patrick M. Markey, CFP®

Co-Founder, Partner

Renée Hasenoehrl, AAMS<sup>®</sup>

Renée Hasenoehrl, AAMS®

Client Support Manager

Theresa Stroth

Theresa Stroth

Senior Client Support Specialist

Ian Woods, CFA<sup>®</sup>

Ian Woods, CFA®

Senior Financial Analyst

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck