Our Team
Mai Vu, MBA, CLU, ChFC®
Mai graduated Summa Cum Laude from the University of California, Irvine (UCI) in Economics. She also obtained her MBA degree from UCI with a finance and investment emphasis.She was featured in the Dow Jones Wire and Advisor Magazines....
David Starkey
David is a LPL Investment Advisor Representative focused on developing financial strategies for clients by creating a shared vision of the goals they look to achieve.With more than five years of experience in the financial services...
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Christopher Bissonnette, CFS, CLTC®
Wealth Advisor, LPL Registered Principal, College Financial Aid Advisor
Mission: Preserve and Build Wealth Chris has worked as a Financial Planner for over 24 years. Chris earned his Bachelor of Science degree in Business Management Systems from Arizona State University on a Regents Grant Academic...