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!

Tracy Shen, AIF®, ChFC®

Founder, Managing Partner

Rafael Ortiz

Compliance Officer

Audrey Shen, FPQP®

Marketing and Operations Associate

Salma Chaudry, ChFC®

Holistic Financial Advisor

Hannah Willett, FPQP®

Operations Manager

Leo

Company Representative