Additional Wealth Partners

In addition to the five core members of our team, we are also able to offer our clients the complimentary services of the following internal wealth partners. We draw on their extensive knowledge and education in their areas of specialization to provide our clients with the best all-encompassing wealth management experience.


Nicco Bautista, LLB, MA, Director, Wills & Estate Planning

Valerie Chan, CPA, CA, CPA (Washington), Director, Wealth Planning

Myen Lim, CPA, CA, Director, Tax, High Net Worth clients

Debra Thomas, BA, TEP, CIM, Director, Trust Services

Jamie Wilson, Estate & Insurance Advisor