OUR TEAM

Expertise, experience and a passion to create a secure financial future for you and your family.

PROFESSIONAL TEAM

Tony Catt

DIRECTOR

Dylan Evans

FINANCIAL ADVISER

Mark Foulis

FINANCIAL ADVISER

Dale Martens

FINANCIAL ADVISER

Kosta Petrovic

FINANCIAL ADVISER

Christina Tran

FINANCIAL ADVISER

Evan Nakopoulos

JUNIOR PARAPLANNER

Sam Crugnale

JUNIOR PARAPLANNER

PORTFOLIO SERVICES

Tim Haselum

PORTFOLIO MANAGER

CLIENT AND ADMINISTRATION SERVICES

Theresa Soroka

CLIENT SERVICES MANAGER

Liliya Sterns

CLIENT SERVICES ADMINISTRATOR

Amanda Smith

CLIENT SERVICES ADMINISTRATOR

Jessica Falcione

CLIENT SERVICES ADMINISTRATOR