06/10/2026
Congratulations to our team members on reaching an exciting milestone: Marcus Boland (Private Wealth Advisor and Founder of Boland Wealth Management), Mark Leong (Wealth Management Advisor of Leong Financial), Reid Matsushima (Wealth Management Advisor), Ronsan Mendoza (Financial Advisor and College Unit Director), Kevin Morisoli (CEO and Wealth Management Advisor), and Luke Trimble (Financial Advisor).
Marcus, Luke, and Ronsan recently celebrated alongside our Managing Partner, Jamie Delgadillo, with a well-deserved breakfast and a special gift.
We are proud of your dedication, leadership, and commitment to excellence. Thank you for all that you do!