A wealth of knowledge bolstered by experience

You don’t have to look further than Guam to find sophisticated and comprehensive financial planning. Our two senior institutional consultants based right here have more than a half-century of combined financial industry experience, which they apply every day to strategizing on behalf of our clients throughout Micronesia.

Additionally, members of our team hold professional designations such as Certified Investment Management AnalystSM, Chartered Retirement Plans SpecialistSM and Accredited Investment Fiduciary Analyst®, which give us added knowledge in evaluating and making recommendations.

The high level of professionalism and the best-in-class, concierge-level service we consistently provide contributes to a world-class client experience – right here in our corner of the globe.

Asia Pacific Group team photo

Meet our Financial Team

Advisor Team

Daniel Arnaud Roland, CIMA®, AIFA®, MBA, CSRIC ®
Managing Director Senior Institutional Consultant
Jason Miyashita, CIMA®, CPWA®, CPFA®, CRPS®, AIFA®
Managing Director Senior Vice President, Investments

Senior Institutional Consultant
Amanda Gima
Amanda Gima, CPFA®, CSRIC®
Financial Advisor

Support Team

Javier Headshot
Juan Javier Lacson
Client Service Associate
Bio image of Shawna Anderson
Shawna Rae Santos
Client Service Associate
michael min
Michael Min
Client Service Associate

Home Office Associates

Kenneth Grider Bio Image
Kenneth L. Grider
Senior Managing Director Head of Business Development, Investment Banking
Iris Lee Bio Image
Iris Lee, MBA, CPWA®
Director, Private Wealth Consultant
Andrew Waldbaum Bio Image
Andy Waldbaum, CFP®, CRPS®, AIF®, MBA
Branch Manager Senior Vice President, Investments
Robert C Burns, CFA®, AIF®
Vice President, Institutional Business Development Institutional Fiduciary Solutions
Cinnamon Chaney
Vice President Banking Consultant
John Simmons Bio Image
John Simmons
Managing Director
Our team invests a great deal of time getting to know clients at the beginning of a relationship.
AMBER MENDIOLA, AIF® Senior Client Service Associate

where trusted guidance begins

 

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