Our Story

Building trust through financial excellence

We understand that trust is the cornerstone of any successful client relationship. Our commitment to building trust is unwavering, and it is deeply rooted in the foundation of financial excellence. We believe that by consistently delivering exceptional financial services, we not only meet but exceed the expectations of our clients.

“It is with great pleasure and a profound sense of responsibility that I extend a warm welcome to each of you. I am honored to lead a team of dedicated professionals committed to transforming your financial aspirations into tangible success.”

Melvin Starks

CEO of Cocotax

Years Experience
0 +
Satisfied Customers
50 %

company values

Delivering precision and reliability in our services

We believe that true leadership extends beyond expertise and authority—it involves guiding with a clear vision, understanding the needs of others with genuine empathy, and treating every individual with unwavering respect.

Client-centric excellence

We are committed to conducting our business with the highest levels of integrity.

Innovation in action

We actively seek out opportunities for improvement and embrace change as a catalyst for growth.

Transparency matters

We value open communication, sharing information openly and honestly.

Our Team

Awesome people behind us

Finance Expert
Adam Snow

I bring a wealth of experience and expertise in navigating the complexities of financial landscapes.

Budget Analyst
Jacob Garrett

I work closely with various departments to ensure that financial plans align with organizational goals.

Financial Planner
Kristin Hoover

I am committed to helping you achieve your short-term and long-term financial goals.

Accounting Clerk
Sylvie Tan

I play a pivotal role in maintaining accurate and up-to-date financial records.