Broker Check

Your Team

Wealth Advisors

Client Service

Iris Stepanic, MBA

Iris Stepanic, MBA

Operations Manager

1-800-943-8752

Kellie Coda

Kellie Coda

Client Service Coordinator

808-695-3775

808-834-5604

Rayson Carriaga

Rayson Carriaga

Administrative Assistant

(808) 441-6415

1-800-943-8752

Maya Stepanic

Maya Stepanic

Financial Wellness & Business Intern

1-800-943-8752