Our Team

Our Founding Partners

team1
Aleksander Dyo
Co-Founder/Partner
team2
Kelly Woo, CFP ®
Co-Founder/Partner

Partner Adviser

howard_final
Howard Lee
Adviser

Our Associates

Yoonah Kim

VP of Operations

Rudy Paulus

Director of Sales
& Marketing

Dae Chon

Internal Wholesaler

Angie Tassone

Relationship

& Case Manager

Grace Kim

Executive Associate

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When should we call you? (Times in PST, choose all that apply)
8am - 10am10am - 12pm2pm - 4pm4pm - 6pm

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When should we call you? (Times in PST, choose all that apply)
8am - 10am10am - 12pm2pm - 4pm4pm - 6pm

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