Our Team

Your Best Interests Will Always Come First

Our team of qualified financial advisors and wealth managers are experienced in helping clients navigate the complexities of planning and saving for retirement. Our advisors carry a fiduciary responsibility to always act in their clients’ best interests.

Our Team of Trusted Financial Professionals

Carl Herrmann

HR

Hirano Naoko

Secretary

Clotilda Warner

Finance

Alfihar Holland

Director

Frank Barnes

CEO

Camille Rowse

Manager

Ursula Terry

Marketing

Guo Heng

Supervisor