Revolutionize Your Financial Journey

Jim Lao is an integral part of TvH Group, serving as a dedicated Wealth Advisor. His role involves closely working with clients to identify their short and long-term financial goals and crafting tailored retirement, insurance and investment plans to achieve them. 

At the heart of Ryan’s approach is a belief that his success is directly tied to the success of those he advises. He views his role as more than just a job; it’s a commitment to positively impact the financial health and well-being of his clients.

 At the heart of Monique’s philosophy is an unwavering dedication to exceptional customer service. Her client-centric approach is not just about providing solutions; it’s about crafting a personalized experience for each client. Monique understands that excellent customer service is the key to building trust and lasting relationships. Her commitment to customer satisfaction is evident in every interaction, striving to not only meet but exceed client expectations at every turn.  

Carol Lao has been an integral part of the TvH Financial team since 2017, serving as the administrative assistant with dedication and efficiency. Her role is pivotal in maintaining the smooth operation of our financial advisory services. 

Carol’s work ethic is characterized by her meticulous attention to detail and her proactive approach to problem-solving. She plays a critical role in fostering efficient communication and workflow within the team.