Eunji Kwon

Email: FOCUS Eunji is a dedicated Financial Advisor committed to helping clients achieve their goals. Eunji’s approach combines her expertise with genuine care for her clients’ success, making her a trusted partner in navigating the complexities of financial planning. CAREER HIGHLIGHTS Eunji began her career at a global securities company[...] Continue reading
8 January, 2024

Eric O’Bradovich

Email: FOCUS As a Client Relationship Specialist, Eric assists advisors with operational and administrative tasks. He helps with client onboarding, scheduling client reviews, and transferring client funds. CAREER HIGHLIGHTS After college, Eric started his career at Prudential Advisors, where he helped service the firm’s existing[...] Continue reading
10 February, 2023

Janet Ivanoff

Lead Client Relationship Specialist Email: FOCUS As a Client Relationship Specialist, Jan handles new account processing, funds transfer, and assists clients with day-to-day challenges to help them reach their financial goals. CAREER HIGHLIGHTS Jan has over 35 years of experience in the Life insurance industry, holding a variety of[...] Continue reading
21 August, 2020

Daryl Patten

Senior Vice President Email: FOCUS Daryl works with our clients to help them define and meet their investing goals through financial guidance, investment planning, and portfolio management. Daryl’s strong background in corporate leadership gives him a unique perspective on both the markets and client service. CAREER HIGHLIGHTS Daryl[...] Continue reading
21 August, 2020

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