Meet Our Amazing Team
Take your time to meet our amazing team and learn more about us!
Jackson Millan
Director and Chief Dreamer
Sam Panetta
Director and Money Man
Nadia Haryanto
General Manager
Donabelle Boholst
Executive Assistant
Pearl Dihayco
Executive Assistant
Daphne Lozano
Executive Assistant
Sal Miceli
Senior Wealth Coach
Michael Shaw
National Business Development Manager
Jay Ahluwalia
Finance Strategist
Sarah Shaw
Marketing Manager
Rachael Browne
Practice Manager
Kerry Adair
Client Success Manager (Wealth)
Julie Rae Logares
Finance Controller
Michael Luis Cope
Paraplanner
Yeddah Mata
Wealth Support
Aerielle Jayne Lagrimas
Wealth Support
Darrel Rallos
Wealth Analyst
Lisa Thomson
Client Success Manager
Reinz Mhark Canares
Lending Manager
Katherine Lopez
Parabroker
Jane Regacho
Lending Associate
Hazel Topia
Lending Associate
Rodjim Pilapil Arriesgado
Lending Associate
