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Our Team

We’re a small, focused team, and we know our clients well.

With our team’s 30+ years of experience, we have the broad insight and perspective that comes from guiding clients through many market cycles and societal changes. Together, we are committed to providing exceptional customer service to all our clients.

Herb Foedisch CFP®, CLU®

Founder and Private Wealth Advisor

Joshua Weaver CFP®

Private Wealth Advisor

Wen Wen Wang MBA

Director of New Business and Communications

Wynne Y Wan RICP®, APMA®

Director of Investment Operations and Services

Sallie Madriz

Director of Insurance Operations and Services