Allow us to introduce our experienced, friendly advisors and staff. We are ready to assist you with all your financial planning endeavors.

Marianela Collado CPA/PFS, CFP®

CEO and Senior Wealth Advisor

Matthew D. Saneholtz CFA, CFP®, EA

President and Senior Wealth Advisor

Yesenia Ramirez, CFP®

Wealth Advisor

Edzai Chimedza, CFP®

Wealth Planner

Franklin Gay, CFP®, EA

Wealth Planner

Margaret “Peggy” Curtis, FPQP

Client Service Specialist and Planning Associate

Alex Nichols

Planning Associate

Edgar Collado

Chief Financial Officer & Chief Operating Officer

Maria Hernandez

Tax & Operations Analyst

Headshot of Ramesh Narine

Ramesh Narine

Operations Associate

Andrea Saneholtz

Marketing Associate

Lily Sanchez

Receptionist and Administrative Assistant

Monica Serrano

Client Service Specialist

Benjamin Tobias CPA/PFS, CFP®

Founder (Retired)