About Us

We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.

Don Weiher

Managing Partner
President

Jeff Besselievre, CAIA, CIMA®, CFP®

Managing Principal

Alex Marchuk

Managing Director
PIM Portfolio Manager

Rosemary Eden-Rivera

Operations Manager

Karina Trullà-Mualem

Financial Consultant

Sophie Kalakay

Client Associate

Dolores Molina

Client Associate