Our Executive Team
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.
Michael Corbitt Jr.
Registered Client Service Associate
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...
Christine Mallien
Client Service Associate
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
Client Service Associate
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
Client Service Associate
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...
Dr. Tyler Yim
Client Service Associate
Dr. Tyler Yim graduated from Villanova University and subsequently from Temple School of Dentistry. After working a few years as a general dentist in both private practice and public service, Tyler is excited to join
*Not registered with SagePoint Financial, Inc.