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Our team has a wide range of relevant professional backgrounds.
Providing Financial Solutions for Over 40 Years
Investment Team
Evan PanChief Investment Officer
Tim VoorheesPresident
Chief Compliance Officer
James TamChief Compliance Officer
Director of Case Management, Operations, and Insurance
Lara Johnston
Case Managers
Yueyao Li
James Tam
Darryl Sopata
Stacy Sopata
Janie Harriman
Attorneys
Mark Zeibold
Tim Voorhees
Paralegals
David Han
Valerie Dimalanta