Our Team
Robert Gothard
Certified Financial Planner ®
Donna Gothard
Client Service Manager
Jerry Kalogeropoulos
Practice Manager
Justin Vu
Manager Paraplanning
Tiffany Tran
Paraplanner
Hank Nguyen
Paraplanner
Kyo Phan
Paraplanner
Vivian Nguyen
Client Service Team
Hannah Than
Client Service Team