Your Team

  • George Temel, CFP®

    George Temel, CFP®

    Founder & President

  • Arleene Santiago

    Arleene Santiago

    Director Of Client Services

  • Patricia Herzfeld

    Patricia Herzfeld

    Estate and Investment Analyst

  • Hao Dang

    Hao Dang

    Vice President of Portfolio Consulting

  • Jeremy Olen, CFA

    Jeremy Olen, CFA

    Managing Partner and Chief Investment Officer

  • Jim Worden, CFA, CMT, CAIA

    Jim Worden, CFA, CMT, CAIA

    Vice President, Portfolio Consulting, Research & Operations