Meet the Team

Rely on Our Knowledgeable Team

We serve many professionals and families working in the life sciences sector because we share their passion for helping to make lives better. Our team strives to advise you on financial planning strategies that align with your values. We establish long-term and meaningful relationships by offering a supportive, knowledgeable, and empowering environment.

Ali  Moscoffian

Ali Moscoffian

Client Relationship Manager

Diane  Mills

Diane Mills

Client Service Associate

Marivic  Alvior-Cruz

Marivic Alvior-Cruz

Director of Marketing and Communications

Interested in learning more? Schedule a consultation today to see how we can help you with all your financial needs.

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