Our team
Innovative, dedicated and genuinely human
Meet the advisors, planners and engineers who make confident wealth-building possible.
Daniel Stewart
Head of Advisory
Wade Warren
Portfolio Strategist
Kathryn Murphy
Wealth Planner
Brooklyn Simmons
Client Director
Cameron Williamson
Risk Analyst
Courtney Henry
Tax Specialist
Leslie Alexander
Growth Manager
Arlene McCoy
Chief Technology Officer
Dianne Russell
Data Analyst
Guy Hawkins
Founder, Strategy
Savannah Nguyen
Retirement Lead
Jacob Jones
Markets Researcher
Esther Howard
Onboarding Lead
Robert Fox
Compliance Officer
Jenny Wilson
Estate Planner
Devon Lane
Product Lead
Experience
Over a decade of it
83%
of members say ASoc made them more confident investors.
56%
reached a financial goal sooner than they expected.
Total balance
$84,302.18
Invested
$62.1k
Cash
$9.8k
Returns
$12.4k
Cash flow
Easily manage your cash flow
See money in, money out and what's left to invest — all in one calm view.
- ✓Automatic categorisation
- ✓Forecasts you can trust
- ✓Alerts before things slip
Get started
Want to grow with a team that cares?
Open your free trial today and watch your plan come together — calmly and clearly.