Meet the Team.

We are the one-stop shop – your first avenue. We draw on the combined in-house resources of integrated and experienced professionals.

Sam Rawson Principal | CA Accountant

Sam Rawson

Principal | CA Accountant

Sam Rawson Principal | CA Accountant

Harro Wennrich

Mortgage Broker | CFP©

Sam Rawson Principal | CA Accountant

Jeremy Morrison

Certified Financial Planner CFP©

Steve Johnson

Principal | CPA Accountant

Sam Rawson Principal | CA Accountant

Jared Casement

Mortgage Broker | CFP©

Jenny McLellan

Wendy Duan

CPA Accountant

Jenny McLellan

Jenny McLellan

Receptionist and Administration

Naf Goris

Naf G

Operations Manager

Suzanne Wood

Client Services Manager