Charles Tines
(Chief Investment Officer)
Best for clients who are ready to start investing using a Roth IRA, Traditional IRA, brokerage account, or 401(k). Charlie can help with low-cost passive investment strategies and/or higher risk/higher reward leveraged strategies.
Daniel Dickie
(Chief Financial Planner)
Daniel lives in Taipei, Taiwan and is best for those who need help with expat financial planning, budgeting help, or those that don’t know where to start.
