Team
We work as a tight team to help ensure the best minds are working together for you now and into the future. A wealth management team of financial professionals serves every Echo45 client to make sure everyone is well taken care of.
Planning & Advisory Services
Jon Henderson, CFP®, CRPC®, CBDA
Founder
Chief Investment Officer
James Sutton, AWMA®, CBDA
Financial Advisor
Director of Portfolio Management & Technology
Concierge Services
Genecar Z. Vivo
Director of Concierge Services
Office Manager
Cole Matsuura, CBDA
Director of Financial Coordination
Cory Lozow
Financial Coordinator
Jason Qiu
Client Concierge
Marketing
Monica Henderson
Director of Marketing