Our Team
Meet our dedicated team of professionals committed to delivering exceptional service and expertise. Our diverse group of leaders, wealth advisors, and managers work collaboratively to ensure the success of our clients and company. Together, we strive to provide innovative solutions and personalized support, driving growth and excellence across all areas of our business.
Norman D
Managing Director
Norman D. is the Managing Director at Space Group, an investment company specializing in ventures across various sectors. He leads the firm's strategic direction and investment initiatives.
Rebecca C.
Senior Wealth Advisor Assistant
Support wealth advisors with client management and administrative tasks. I help ensure seamless communication and efficient financial planning for clients.
Livingstone C.
Financial Operations Manager
overseeing financial processes and ensuring operational efficiency. He manages budgeting, reporting, and compliance to optimize financial performance.
Carolyn D.
Senior Wealth Advisor
Providing personalized financial guidance and portfolio management for clients. She specializes in creating tailored strategies to meet clients' wealth management goals.
Jensen M.
Business Development Manager
Focused on driving growth and expanding market opportunities. He specializes in building partnerships and developing strategies to enhance business performance.
Dereck C.
Dereck C.
Assisting in managing high-net-worth client portfolios and financial planning. He supports personalized wealth management strategies to help clients achieve their financial goals.
