Our Team

Over the years, we have found that a team approach is the most effective method to help clients navigate the complex financial-services landscape. We invite you to discover and experience the power of our services and our people. We believe input from several sources with diverse backgrounds, education, and experience has far-reaching benefits for our clients.

Tracy Lasecke

Tracy F. Lasecke, CFP®

Managing Principal, Senior Wealth Manager

Chris Duke

Chris Duke, CFP®

Principal, Senior Wealth Manager

Scott Ponder

Scott Ponder, CFP®

Principal, Senior Wealth Manager

Scott Yang

Scott Yang, CFP®

Senior Wealth Manager

Monique Ruiz

Monique Ruiz

Client Relationship Manager

Kelsey Bass

Kelsey Bass

Administrative Assistant

Lisa Ozaki

Lisa Ozaki

Financial Planning Associate