Meet Our Team
A solid team of licensed professionals, that are trained in Lending and financial planning and maintain ourselves at the cutting edge of new programs.
Philip DmelloCOUNSEL | NORTH AMERICA
- Chartered Advisor in Philanthropy® (CAP®)
- Masters of Science in Financial Services
Emma SchneiderPARTNER | UK & EUROPE
- M.B.A. in Financial Planning
- Certified Financial Planner Practitioner
Anton BrathwaitePARTNER | CARRIBBEAN
- Accredited Estate Planner (AEP®)
- Representative for the Asset Protection Society
- Certified Financial Planner
Kiran KimASSOCIATE | ASIA & AFRICA
- Certified Wealth Preservation Planner
- Certified Financial Planner (CFP®)
