Joe R. LaTurner, MSF and MBA
Co-Founder and Principal
Phone:
321-443-3866
Email:
Work Experience
Mr. Joseph R. LaTurner has 20+ years of experience in finance and investments. He was a professional money manager who oversees $400M in Assets Under Management (AUM).
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Other Experiences
Current Job
Education
Honor and Membership
Mr. LaTurner is a full time University Instructor at Northeastern State University (NSU) who teaches Finance Principles, Investments, Portfolio Management, and Derivatives along with assisting with the Student Managed Investment Fund and the Battenfield-Carletti Investment Lab.
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Bachelor of Science (BS) in Finance and Real Estate, University of Central Florida
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Master in Business Administration (MBA), Stetson University
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Master of Science (MSF) in Finance, University of Tampa
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Beta Gamma Sigma
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Pi Kappa Alpha fraternity
Julia S. Kwok, Ph. D.
Co-Founder and Principal
Phone:
918-313-0808
Email:
Work Experience
Julia has invaluable experience as an entrepreneur as well as in strategic planning and financial management, especially in the telecommunications and space industry.
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Other Experiences
Current Job
Education
Leadership Experience
Awards and Honor Societies
Dr. Julia S. Kwok, Professor of Finance at Northeastern State University (NSU), dedicates her research in alternative investments, sustainability, corporate governance, capital budgeting, and venture capital. She has presented her research at national and regional conferences and published extensively in reputable journals.
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Doctor of Philosophy in Finance, Virginia Tech
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MBA, West Virgina University
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President, Southwestern Finance Association
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Chair, Department of Accounting and Finance at NSU
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FBD Educator of the Year, Federation of Business Disciplines
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Women of Distinction, Journal of Business and Legal News
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President's Model the Way, NSU.
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Phi Kappa Phi, Beta Gamma Sigma, Golden Key Honor Society, Phi Beta Delta International Scholars
Ge Yan, MSF and MCSS
Chief Macro-Investment Strategist
Phone:
918-288-2575
Email:
Work Experience
His career spanned local government finance, leadership roles in Middle East telecommunications and electricity equipment corporations, and as head of the treasury department in an $18 billion display panel company.
Other Experiences
Current Job
Education
As an investment manager in a provincial state-owned private equity firm, Ge bridges financial expertise with technological proficiency in financial research, computational modeling and contemporary business landscapes.
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Master, Finance, University of Tampa
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Certificate, Computational Social Science, George Mason University
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Bachelor, Software Engineering and English, PRC
Aivy Maeder
Director of Operations
KJLK Financial Advisory, LLC (KJLKFA)
Phone:
+1 (714) 914-8839
Email:
Work Experience
​As a branch manager of Raymond James Financial Services ICD, Aivy oversaw over $100 million dollars in assets under management. She is responsible for formulating strategic and operations objectives, developing and maintaining strong relationships with clients, identifying new opportunities, and expanding the company’s client base.
Other Experiences
Professional Commitment
Education
Aivy is a seasoned financial professional and a dedicated advocate for her clients. With over a decade of experience in the industry, she has earned a reputation as a knowledgeable and reliable financial professional in the field. She is committed to promoting financial literacy and empowering individuals to take control of their financial future.
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Associate Degree, Business, Los Angeles Habor College
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Licenses: Series 7, 63, 9 and 10.
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