Family Office RIA

Our team has a wide range of relevant professional backgrounds.

Providing Financial
Solutions for Over 40 Years

Investment Team

Evan Pan

Tim Voorhees

Providing Financial
Solutions for Over 40 Years

Chief Compliance Officer

Lara Johnston

Director of Case Management, Operations, and Insurance

Lara Johnston

Case Managers

Yueyao Li

James Tam

Darryl Sopata

Stacy Sopata

Janie Harriman

Lara Johnston

Attorneys

Mark Zeibold

Tim Voorhees

Paralegals

David Han

Valerie Dimalanta