Registered States:
CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI

JIa JIa Zhu is responsible for investment research and analysis, client meeting preparation and client service support. She graduated Summa Cum Laude from Towson University's College of Business and Economics. She is a candidate for Chartered Financial Analyst (CFA) Level 1.

Registered States:
CA, CO, CT, DC, DE, FL, HI, MA, MD, MS, NJ, NM, NV, NY, PA, RI, SC, TX, UT, VA

A 2014 graduate of The Smeal College of Business of The Penn State University where he studied Risk Management and Finance. Mike is responsible for client service, team compliance and administration. Mike is a Series 7 and Series 66 licensed Registered Representative.

Mike is referred to as the "engine room" of our practice. "I enjoy working with clkients and solving their problems. I have become familiar with the families, I know their preferences and try to provide the best service possible."

Registered States:
CA, CT, DC, DE, FL, HI, MD, MS, NV, NY, PA, RI, SC, TX, UT, VA