Certified Financial Planner
Mark is a Certified Public Accountant and Certified Financial Planner®. He finds great satisfaction in helping clients create a financial plan that supports their unique goals and hopes for the future. His tax knowledge provides an informed, tax-focused approach to financial planning.
Associate Advisor
Thinh is active and energetic, and she enjoys helping clients achieve their financial goals. She is an enrolled agent who has earned the privilege of representing taxpayers before the Internal Revenue Service. In addition, Thinh has also passed her Series 65 - Uniform Investment Adviser Law Exam.
Client Service Manager
Curiosity, empathy and life experiences are the basis for Lisa's Client Service aptitude. Lisa enjoys getting to know FCA clients and strives to provide excellent service
Operations Manager
Rena has been working in operations within the financial industry since 2003. She enjoys assisting our clients with operational items like account paperwork, reporting, and billing.