Adeline has been helping individuals and families navigate financial decisions and life transitions since entering the financial services profession in 2008.

Throughout her career, Adeline has held both advisory and leadership roles. As a New Advisor Training Manager and later Director, Business Development at London Life, she mentored and supported financial advisors as they grew their practices and served clients with excellence.

Today, she works closely with families to make thoughtful decisions around retirement, investments, insurance, estate planning, and wealth transfer, helping them build financial confidence and prepare for the future.

As part of a multigenerational family practice, Adeline believes financial planning is about more than numbers. It is about helping families protect what they have built, care for the people they love, and create lasting legacies for future generations.

Before beginning her career in financial planning, Adeline spent more than a decade as a competitive rhythmic gymnast, competing nationally and internationally. The discipline, resilience, and dedication she developed through sport continue to shape the way she serves clients and leads her practice today.

Frank has spent nearly three decades helping families make thoughtful financial decisions and prepare for the future. Throughout his career, he has guided clients through life's milestones and transitions, often working with multiple generations of the same family. His leadership experience includes serving as Director, Business Development, where he mentored and supported financial advisors as they built successful practices focused on client care. Today, Frank combines that depth of experience with a genuine passion for helping families preserve wealth, protect what matters most, and create lasting legacies for future generations.

Joseph earned his Ph.D. in Engineering Management in the United States and previously worked at Taiwan's Chung-Shan Institute of Science and Technology. He brings a unique combination of analytical expertise and thoughtful guidance to helping families navigate important financial decisions. Working closely with clients, Joseph develops coordinated strategies for insurance, investments, retirement planning, and wealth transfer, helping families protect what they have built and prepare confidently for the future.