Our Team

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 Dmello

COUNSEL | north AMERICA
  • Chartered Advisor in Philanthropy® (CAP®)
  • Masters of Science in Financial Services

Emma Schneider

PARTNER | UK & EUROPE
  • M.B.A. in Financial Planning
  • Certified Financial Planner Practitioner

    • Anton Brathwaite

    PARTNER | CARRIBBEAN
  • Accredited Estate Planner (AEP®)
  • Representative for the Asset Protection Society
  • Certified Financial Planner

    • Kiran Kim

    ASSOCIATE | ASIA & AFRICA
    • Certified Wealth Preservation Planner
    • Certified Financial Planner (CFP®)