Our Team Dale Conner Managing Partner, Wealth Advisor susan.conner@email.com Chris Aitkens Managing Partner, Wealth Advisor 783-143-2965 chris.aitkens@email.com Tim Abel Wealth Advisor 714-361-4344 tim.abel@email.com Richard Hwang Wealth Advisor 3237054453 rich.multigenwealth@gmail.com Jodee Moran Compliance & Operations 260-146-7763 delia.moran@email.com Monica Wu Senior Marketing Consultant Dilip Sontakey Senior Client Associate dilip.sontakey@email.com Janet Ruffing Senior Client Associate janet.ruffing@email.com
Our Team Dale Conner Managing Partner, Wealth Advisor susan.conner@email.com Chris Aitkens Managing Partner, Wealth Advisor 783-143-2965 chris.aitkens@email.com Tim Abel Wealth Advisor 714-361-4344 tim.abel@email.com Richard Hwang Wealth Advisor 3237054453 rich.multigenwealth@gmail.com Jodee Moran Compliance & Operations 260-146-7763 delia.moran@email.com Monica Wu Senior Marketing Consultant Dilip Sontakey Senior Client Associate dilip.sontakey@email.com Janet Ruffing Senior Client Associate janet.ruffing@email.com
