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 Financial Advisor

Matthew D. Saneholtz CFA, CFP®, EA

President and Senior Financial Advisor

Yesenia Ramirez, CFP®

Financial Advisor

Edzai Chimedza

Financial Advisor

Franklin Gay, CFP®, EA 

Financial Advisor

Edgar Collado

Chief Financial Officer & Chief Operating Officer

Chad NeSmith

Portfolio Analyst

Monica Serrano

Client Service Specialist

Headshot of Helen

Helen Burzo

Client Service Specialist

Flora Thomas

Tax Specialist

Andrea Saneholtz

Marketing Associate

Margaret “Peggy” Curtis, FPQP

Client Account Administrator

Lily Sanchez

Receptionist and Administrative Assistant

Headshot of Ramesh Narine

Ramesh Narine

Operations Associate


Benjamin Tobias CPA/PFS, CFP®

Founder (Retired)