Family Office RIA

Our team has a wide range of relevant professional backgrounds.

Providing Financial
Solutions for Over 40 Years

Partners

Tim Voorhees

Evan Pan

Providing Financial
Solutions for Over 40 Years

Financial Planners

Lara Johnson

Greg Trump

Attorneys

Mark Zeibold

Garry Million

Tim Voorhees

Case Managers

Tim Stranske

Darryl Sopata

Operations

Stacy Sopata

Hickson Chen

Investment Team

Evan Pan

Tim Voorhees

Hickson Chen

Tim Stranske