Our diverse backgrounds in finance, philanthropy and advocacy help us provide a unique investment experience.

Thomas headshot

Thomas Van Dyck, CIMA®

Managing Director - Financial Advisor, Senior Consulting Group

415-445-8304
Email |
Catherine Chen

Catherine Chen, AWM, CIMA®

Managing Director - Financial Advisor, Senior Consulting Group

415-445-8308
Email |
Michelle Schiro

Michelle Schiro

First Vice President - Financial Advisor, Consulting Group

415-445-8232
Email |

Farralon Udom, CFA

Financial Advisor

415-445-8309
Email |

Hector Maldonado, CFP®

Senior Financial Associate

415-445-8310

Gwenne Bacani

Associate Advisor Wealth Management

415-445-8515