Team

Office Assistant Born and raised in Fort Lauderdale, Florida, Ashley is currently pursuing her Bachelor of Science in Business Administration (BSBA) at Nova Southeastern University. With a passion for growth and a readiness to embrace...

David T. Yu, AIF®, is a wealth advisor with 20+ years in financial services. Founder of DTY Wealth Planning Solutions, he aids clients with wealth management, tax planning, and retirement. Host of the Jet Setting Wealth Advisory podcast...

Originally from New York, Marguerite is a highly skilled and accomplished tax preparer. With nearly 30 years of experience, she has been providing her expertise and services to countless individuals, families and businesses. Highly...

Originally from the Philippines, Maxine brings a diverse background in psychology and strategic insight to her role. She holds a Bachelor of Arts in Psychology from the University of the Immaculate Conception and is a Registered...