Founder, Principal

With over two decades of expertise in the financial services industry, Laurie is a seasoned professional renowned for...

Associate Advisor

Liz provides expert guidance and personalized financial planning at Kaizen. Her belief in the transformative impact of a...

Client Service Administrator and Paraplanner

With over a decade of experience in the financial services industry, Sarah brings a wealth of expertise to her role...

Operations

With over two decades of experience in the financial services industry, Sharon has honed her expertise in identifying...

Strategic Partners

Building upon our existing strategic alliances, we've cultivated partnerships with key industry players like East Bay Investment Solutions and Delegated Planning to elevate our service offerings. East Bay provides invaluable quarterly economic and market insights, enriching our portfolio construction strategies and ensuring we stay ahead of market trends. Furthermore, our collaboration with Delegated Planning streamlines the process of creating and maintaining financial plans, enabling us to dedicate more attention to your individual goals and success. These partnerships exemplify our dedication to delivering comprehensive and tailored financial management solutions, further solidifying our commitment to your financial well-being.

East Bay Investment Solutions

Delegated Planning