Our Executive Team
Lois Yim, CFP®
Financial Advisor
Lois Yim is a CERTIFIED FINANCIAL PLANNER™ professional. She attended Villanova University where she graduated Cum Laude with a degree in finance from the Villanova School of Business.
Christine Mallien
Christine Mallien*, has worked in the Financial Industry for over 25 years. She was employed with UBS Financial Services for 12 years as a Senior Client Service Associate. She worked with a team of Advisors that specialized in...
Elizabeth Ng
Elizabeth Ng*, graduated from Baruch College, City University of New York with a BBA in Accounting. While she was in school, she worked part time in the Foreign Exchange department of the Rudolf Wolff Commodity Inc. Upon graduation,...
Michelle Oliveira
Michelle Oliveira* graduated from the College of St. Elizabeth and holds a Bachelor degree in psychology. She was employed by UBS Financial Services for 12 years as a Branch Office Administrator. There she had multiple...
Michael Corbitt Jr.
Registered Assistant
Michael Corbitt Jr. has spent the better part of the last 7 years working in the finance industry, most recently employed with Wells Fargo as a Branch Relationship Manager. There he worked closely with the branch Financial Advisor...
*Not registered with SagePoint Financial, Inc.