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About Us

Turning Finance into a Joyful Experience

We don’t just help you build your assets.
 We work with your family over the long-term to ensure older generations and younger generations are cared for.
We empower you to embrace your personal finances.
And we have fun along the way!

Balloon Over Salt Lake

Meet The Team

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Tracy Shen

Founder, Managing Partner, AIF®, CHFC®

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Rafael Ortiz

Compliance Officer

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Hannah Willett

Administrative Associate, FPQP®

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Salma Chaudry

Holistic Financial Advisor

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Angela Zhang

Client Relationship Associate, FPQP®

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Audrey Shen

Associate Marketing Consultant

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