Born and raised in St. Charles, a western suburb of Chicago, Illinois, Brian Lee developed a passion for food at a very young age. Watching his Italian grandmother and mother prepare meals for the family as a child led to his decision to pursue a career in hospitality, and Brian never looked back. With nearly 20 years of experience in leadership in hospitality under his belt, Brian is now the General Manager at The University Club Atop Symphony Towers in San Diego.

Experienced educator, as a former 6th grade teacher and as an educational coach and professional development trainer for reading and math intervention solutions. Passionate advocate for all students and currently serving as a Partner Engagement Manager with AVID Center to work towards the shared mission of closing the opportunity gap by preparing all students for college readiness and success in a global society.

Paul Bergman is a cybersecurity executive with a strong background in strategic planning and management. He sits on two for-profit corporate boards and chairs the Lamp of Learning. He also sits on the Board of Governors at the University Club atop Symphony Towers and is on two additional non-profit boards with Jenni’s Flower and Pacific Arts Movement.

Dr. Cindy Tsai, MD, is an award-winning Physician, TEDx Speaker, Bestselling Author, and Wellness Consultant to growth-minded leaders and organizations.

🌐 Website: cindytsaimd.com || ✉️ Email for details: hello@yesandmorenow.com

She founded Yes & More, a personal growth and wellness company that coaches leaders and entrepreneurs on releasing chronic stress patterns through mindfulness and mind-body techniques. She is a corporate and keynote speaker to organizations committed to improving workplace well-being for team success.

Her training at Ivy League institutions and clinical experiences as both Internal Medicine and Integrative Medicine Physician highlighted the impact of chronic stress on the body and fueled her mission to do more than prescribe medications as a band-aid. She sees patients (virtually) who want to take an integrative and holistic approach to hormone balance and well-being.

Dr. Cindy's passions lie in preventative health and holistic well-being with a vision to foster a healthier and happier world for all.

With 10 years of experience in product management and engineering, I specialize in driving innovation and launching impactful products.

As a Senior Product Manager at Best Buy Health, I drive the success of the Jitterbug Smart product line, leading a team of Android and iOS developers and managing over 250K users. My work includes launching innovative products like the Jitterbug Smart4, driving revenue growth, and saving millions through strategic cost reductions.

With expertise in agile methodologies, data-driven decision-making, and cross-functional team leadership, I’m dedicated to delivering impactful solutions and enhancing user experiences. My MBA from UC San Diego complements my technical skills, and I’m passionate about opportunities to innovate and lead.

You have worked hard to get where you are today...now that you are here how do you navigate the complexities of your financial life? We have worked with hundreds of clients helping them understand the nuances of financial planning for high-income & high net worth individuals and families.


Our team engages with our clients in numerous different ways, but regardless of our capacity, our ultimate goal is to help them live the life that they work hard to achieve.

Our Team Can Help

✔Create debt and student loan repayment strategies
✔Aligning your investments and savings with your overall goals
✔Understand how to handle the risk in your financial plan
✔Provide you confidence in your financial life and focus on what you love doing

There is a lot of financial noise out there, but at the end of the day, the only person who can determine what success is is you. Let us help you get there!