Putting our clients first since 2014
For more than 10 years, we’ve been empowering clients by helping them take control of their financial lives.
Philosophy
In the realm of philosophy, we strive to uncover the fundamental truths of existence, exploring the intricacies of human thought and existence. Through rigorous inquiry and critical analysis, we seek to understand the nature of reality and the principles that govern our perceptions and actions.
History
Within the vast expanse of history, we journey through the annals of time, unraveling the intricate threads of human civilization. Amidst the ebb and flow of epochs, we uncover the tales of triumphs and tribulations that have sculpted our collective narrative.
Culture
Embarking on a journey through the realm of culture, we immerse ourselves in the vibrant tapestry of human expression. Amidst the kaleidoscope of traditions, art, and beliefs, we uncover the essence of what defines and unites diverse societies across the globe.
Trust the Professionals
We are a group of passionate, independent thinkers who never stop exploring new ways to improve trading for the self-directed investor.
Chief Executive Officer
Cynthia Dixon
Cynthia Dixon serves as the Chief Marketing Officer (CMO) within the organization, overseeing all aspects of the company's marketing strategy and initiatives.In her role as CMO, Cynthia is responsible for developing and executing comprehensive marketing plans to promote the company's products.
Executive Assistant
Arthur Parker
Arthur Parker is a proficient Executive Assistant, responsible for providing comprehensive support, Arthur's organizational skills and attention to detail contribute to the smooth functioning of executive operations, allowing the company to focus on strategic priorities.
Marketing Specialist
Evelyn Mason
Evelyn Mason holds the role of Marketing Specialist within the organization, focusing on executing various marketing initiatives to support the company's overall marketing strategy. In her position, Evelyn collaborates closely with the Chief Marketing Officer and other members of the marketing team to implement targeted marketing campaigns across different channels.
Human Resources
Bryan Greene
Bryan Greene fulfills the role of Human Resources Specialist within the organization, where he plays a crucial part in managing various aspects of the company's human capital. As a Human Resources Specialist, Bryan is responsible for a range of tasks related to recruitment, employee relations, training and development, benefits administration, and compliance with employment laws and regulations.