Our people

Our team is made up of passionate individuals with diverse expertise working together to deliver strategies that fast-track your financial success.

All
Aakash Gupta

Aakash Gupta

Accountant
Abigail

Abigail Regala

Wealth Administrator
Amanda Spencer

Amanda Spencer

Director of Fidelis Legal / Solicitor
Amy Martorella

Amy Martorella

Property Administration Officer
Angelica

Angelica Aquino

Assistant Accountant
Babak Zadeh

Babak Zadeh

Financial Advisor & Senior Relationship Manager
Ben Tomlinson

Ben McTomlinson

Director and Tax Agent
Chester

Chester Vann Cortado

Wealth Administrator
Clarice

Clarice Regidor

Assistant Accountant
Crystal

Crystal Sison

Client Services Liaison

Daisy Santiago

Administration Officer
Danae Harris

Danae Harris

Senior Finance Manager