We’re a small team with big ideas and we like to do things well.
MEET THE TEAM!
Our People
Mariko O. Gordon,
CFA, CFP®
Stock whisperer. Small-business financial ringmaster.
Suzanne Highet,
CFA, CFP®
Investment nerd.
Spreadsheet ninja.
Jasmine Young,
Financial Advisor
Cash flow queen.
Zillenial money guru.