Meet the Team

Our Associates

Put your future into focus today.

Working with Us

Mike Sonoiki, CFP®, AAMS®

Managing Partner

Chris Cornelius, CFP®, CIMA®

Managing Partner

Jeff Carpenter

Branch Manager

Ayesha Sonoiki

Director of Business Implementation

Michele Flanagan

Senior Registered Client Associate

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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