Maria Sane
Financial Advisor
Maria Sane is a seasoned financial advisor with over a decade of experience in the industry. She holds a Master’s degree in Finance and is a Certified Financial Planner (CFP). Mai specializes in retirement planning, investment management, and tax optimization strategies. Her clients appreciate her personalized approach and her ability to simplify complex financial concepts. Mai is passionate about empowering women to take control of their financial futures and regularly conducts workshops on financial literacy. Outside of work, she enjoys hiking, reading, and volunteering at local community organizations.
Dan Henderson
Financial Advisor
Dan Henderson is a dedicated financial advisor with over 12 years of experience helping clients build and protect their wealth. He earned his Bachelor’s degree in Economics and is a Chartered Financial Analyst (CFA), giving him a strong foundation in market analysis and investment strategy. Dan specializes in portfolio diversification, risk management, and long-term wealth planning. In his free time, Dan enjoys cycling, traveling, and exploring local coffee shops with his family.
Sarah Johnson
Financial Advisor
Sarah Johnson is a highly regarded financial advisor with a background in corporate finance and over 15 years of advisory experience. She holds an MBA with a focus in Financial Strategy and is a Certified Financial Planner (CFP). Sarah’s expertise lies in estate planning, high-net-worth client strategies, and business succession planning. Outside the office, Sarah enjoys yoga, gardening, and spending time with her two golden retrievers.