Mindy has over 39 years of experience in investment, financial and wealth management. She began her banking career with Toronto Dominion Bank and Citibank in Taipei, Taiwan. From there she went on to working in accounting and financial analysis with Union Oil Company of California and Adobe Oil & Gas Company. Additionally, she was Managing Director for Barclays International Private Banking, and Vice President of Asian Market Development for First Interstate Bank’s Trust and Investment Management Group. Before becoming president & CEO in 2007 at Pillar Pacific, she was the President, co-founder and Portfolio Manager for PacWest Financial Management, Inc. for 10 years. As an active community supporter, Mindy served as a trustee for San Marino School Foundation, a board member for Financial Planning Association of Los Angeles, and Treasurer for First Evangelical Church Association. Currently she is an Elder for First Evangelical Church of San Gabriel and a member of President Circle for Chinese Evangelical Seminary North America (CESNA).
Arthur (Art) French has managed portfolios of stocks, bonds, and private equities for 45 years. He specializes in engaging teams of investment professionals to work together to build portfolios of publicly traded stocks in all capitalizations and styles from small capitalization “growth” to large capitalization “value” companies. Art was a founder of Pillar Pacific Capital Management and Chief Investment Officer. He joined Wealth Enhancement Group in 2021 through the merger with Pillar Pacific Capital Management.
Since managing equity portfolios is abstract, Art finds solace outside of work in tangible aspects of nature, from wildlife conservation and habitat preservation to landscape gardening and marine biology. With his wife Thelma, he travels to some of the wildest, most remote places on the planet to support local conservation initiatives.
Lily has more than 25 years of financial planning, investment, and accounting experience. She excels at coordinating her clients’ financial lives. Prior to joining Wealth Enhancement Group, she was a financial planner and relationship manager for Pillar Pacific Capital Management and PacWest Financial Management. Her specialty is guiding high net worth clients and their families through advanced planning strategies to help them build and preserve their wealth through generations.
Lily also served as adjunct faculty in the areas of Accounting and Finance at the University of Mary Hardin-Baylor. An active community supporter, Lily has involved in many non-profit organizations in various leadership positions. In her spare time, she enjoys singing, hiking, gardening, and travelling with her husband, Bernard.
Kendra is a seasoned professional with more than 15 years of experience in the financial services industry. She has held positions with The California Endowment, Pacific Life Fund Advisors, Canterbury Consulting, Gradient Analytics, and Miller/Russell & Associates. Kendra specializes in constructing and managing client portfolios. She enjoys identifying inefficiencies in how stocks are valued relative to company financial metrics through proprietary valuation screening models combined with a fundamental analysis of the industry. She joined Pillar Pacific Capital Management in 2016 as a portfolio manager, then joined Wealth Enhancement Group in 2021 through the merger with Pillar Pacific. Outside of the office, she spends her time teaching yoga, enjoying hikes and attending live music shows around Los Angeles, CA.
Jennifer has more than 13 years of experience in the financial services industry. She joined Wealth Enhancement Group in 2021 through the merger with Pillar Pacific Capital Management. Prior to joining Pillar Pacific in 2012, she held positions at Nigro Karlin Segal & Feldstein, LLP and Shoedazzle.com. Jennifer specializes in advising on clients' tax, retirement, and next-generation planning needs. Her goal is to provide insight, analysis, strategy, and practical support to improve clients' long-term financial well-being and peace of mind. Outside of the office, she's game for most types of singing—from chamber chorus to karaoke—and making music/noise with her husband and two small children.
Jeremy has more than a decade of operations and program management experience. He joined Wealth Enhancement Group in 2021 through the merger with Pillar Pacific Capital Management. Prior to joining Pillar Pacific in 2015, he held positions with Integra LifeSciences and The United States Air Force. In his current role, he is responsible for establishing strong client relationships by understanding their goals, needs and concerns. He delivers fundamental and complex guidance to customers, using retirement, income and investment management tools and implementing a wide array of complex financial strategies. Outside of the office, he is a long-time super fan of Tom Brady and will support him in whichever team he plays for. Jeremy and his wife have been married for more than 10 years and have two daughters who love to scooter around town.
Sonny has over 20 years of investment and financial experience, having served as senior portfolio manager, chief compliance officer, and venture capitalist throughout his career path. He works closely with advisors in designing, constructing, and maintaining customized portfolio suitable for each client’s unique needs. Prior to joining Wealth Enhancement Group, he gained valuable experience managing funds at firms such as Pillar Pacific Capital Management, PacWest Financial Management, and Hotung Investment Holdings (Taipei, Taiwan). He is a native speaker of both Taiwanese and Mandarin. Sonny grew up in Kaohsiung City, Taiwan and currently resides in Los Angeles, CA. Outside of work, he enjoys delicious food, traveling, and spending time with his family.
Stephanie has more than 10 years of investment and financial experience in the financial services industry. Prior to joining Pillar Pacific in 2020, she was a security analyst at Fisher Investments, portfolio manager at an LPL Financial Advisory Group and Group Manager at Evaluserve Business Consulting in Shanghai, China. Stephanie joined Wealth Enhancement Group in 2021 through the merger with Pillar Pacific Capital Management.
George has worked in the financial services industry for more than 10 years and the legal industry for four years. Prior to joining Wealth Enhancement Group in 2021, he served as the project manager for an investment firm where he led the GIPS® compliance program and oversaw the operations department. As the operations lead, he implemented procedures to improve accuracy and deployed automation programs to increase efficiency. In the legal industry, he worked on analytic projects in regulatory and compliance programs for Fortune 500 companies. In his spare time, George enjoys spending time with his wife and kids – especially hiking, biking and occasionally rock climbing.
Carmon has been in the financial services industry for more than 25 years. Prior to joining Wealth Enhancement Group in 2021, she held positions in portfolio administration, data management, specialized client reporting, investment auditing/compliance, and trading with Investment Operations Solutions, Provident Investment Counsel, Kayne, Lipman, Carasso & Young and Bank of America. She joined Wealth Enhancement Group through the merger with Pillar Pacific Capital Management. Outside of the office, Carmen actively supports the Arcadia Music Club as a member, donor and volunteer.
† Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.